Wednesday 5 November 2008

Treating Customers Fairly

We will be running an update to the i-map x software towards the end of this week. A notable addition will be the new TCF record for each case. This can be accessed easily form the case summary screen, and is located on the compliance schedule, shown below:-




If selected this will allow the following information to be recorded against each case:-










If any changes are made to this information, the detail of the alterations are saved as part of the i-map x audit trail. I-map X is free to use for all mortgage brokers and IFAs, if you would like to register just click here.

No comments: