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Mortgage Brain launches compliance software

Mortgage sourcing and electronic trading software provider Mortgage Brain is launching a new technology solution to help introducers with compliance requirements.

Its Version 6 software offers compliance documentation including Initial Disclosure Document (IDD), Factfind, client checklist, customer declaration and reasons for recommendation letter.

Mortgage product information is also available with access to over 14,000 mortgage products. Mortgage Brain chief executive Mark Lofthouse says: “It&#39s important to recognise that being compliant after mortgage day isn&#39t just about producing accurate KFIs, but is about following a fully compliant process. This includes essential documentation like IDDs, factfinds, reasons for recommendation letters together with document archiving and a comprehensive audit trail.”


Davis hits back at multi-tie onslaught

Sesame commercial director Martin Davis has hit back at Positive Solutions chief executive David Harrison&#39s criticism of the multi-tie model. Harrison criticised firms going for multi-ties earlier this year. Davis, speaking at Money Marketing Live, claimed Harrison would have difficulty in creating a high-quality multi-tie. Davis said the strength of a multi-tie is determined by […]

Origo says Unipass is bringing big savings for IFAs

Technology standards body Origo says its Unipass service is helping IFA users make big savings. The annual survey of 2,332 Unipass users shows that 60 per cent believe the service saves them up to an hour a week which they say equates to a saving of £60 per adviser. A further 21 per cent of […]

Independent view

It is a wet Friday and I have had one of those weeks. There is just one more meeting to go and then home for a weekend of jobs, kids and Monopoly. I practically trudge past the tree at the front of the house and press a small white square that starts playing Suspicious Minds […]

IFAs critical of direct marketing by providers

IFAs have hit out at the direct marketing material that providers send to their customers, a survey showed.Research from National Savings & Investments found that almost half of all IFAs surveyed thought that providers did not understand client needs.Around 47 per cent thought that cross-selling to clients was inappropriate and that a 43 per cent […]


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