As of July 1 the new regulations mean that all Independent Financial Adviser firms and mortgage intermediaries are required to submit reports via the Financial Services Authoritys online web-based browser system.
Since Plum Software’s inception 12 years ago, mortgages have formed an integral part of the software and it now has many users who are both IFAs writing mortgage business and dedicated mortgage brokerages.
Plum Software’s back office solution allows you to manage both your mortgage and protection business through a single integrated system.
It enables you to produce comprehensive client reports, mortgage case and commission tracking, compliance audit trails as well as letter writing and diary management.
The PC can replace the filing cabinets as all information can be properly stored in the software for easy retrieval.
The software is also fully integrated with Trigold, Mortgage 2000, MBL, Mortgage Portal, Webline, Exweb, Assureweb and Paymentshield, among others, enabling you to upload information directly into your system with out the need for re-keying.