Helping to ensure that you stay compliant
- Prompts for actions at every key stage, helping to ensure that you stay compliant.
- Gives a complete overview of all current cases for all advisers.
- Provides an auditable process from start to finish.
- Breakdown of mortgages according to all the categories defined by the FCA.
- Generates FCA requested statistics at the click of a button.
- Lets you tailor your own fact find using a flexible template.
- Merge any Fact Find answers with letter templates for automatically tailored suitability letters.