KEEP COMPLIANT
“We can carry out all our day to day tasks plus all the new regulatory tasks without spending any more time on administration than we did before Mortgage Day”.
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Prompts for actions at every key stage, helping to ensure that you stay compliant
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Gives a complete overview of all current cases for all advisers
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Provides an auditable process from start to finish
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Breakdown of mortgages according to all the categories defined by the FSA
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Generates FSA requested statistics at the click of a button
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Lets you tailor your own fact find using a 100% flexible template
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Merge any Fact Find answers with letter templates for automatically tailored suitability letters
Please see our brochure for more detailed information on Compliance (PDF, 2.5MB)
