Commercial Keeper Reporting
- FCA reports.
- You can profile packages, 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.
Networks can set up different structures for different AR firms…
MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files.
Employing eKeeper Group has been profoundly one of our best decisions as a company we have made…
The package is easy to use has shaved hours off the normal time it took to package a case and update the client. I am more than happy to recommend the system