Reporting in Brief
- FSA reports
- You can profile packagers, other agents and your clients to get a clearer understanding of business patterns
- Generates activity analyses for each adviser
- Breakdown of pipeline and completed cases
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WHAT PEOPLE ARE SAYING
"MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files."
"We had a recent visit from a highly experienced Director of Compliance who told us that the printed notes generated by MortgageKeeper, particularly in the Fact Find, are among the most comprehensive he's ever come across and it was the best audit trail he'd ever seen"
Effective Business Administration Software for Commercial Brokers
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