Compliance Title

As i-map x is a Web based system there is no need for long and complex installations of software. Getting started couldn't be easier!

Broker / Advisor Compliance:-

  • Produce and store all documentation against each case
  • Full audit trails for case processing
  • Produce IDD, suitability letters
  • Validate Fact Find in preparation for product sourcing
  • Integration with Trigold for Sourcing

Compliance / AR Management :-

  • See all advisors and every case that they are dealing with
  • Auto grade level of compliance for each case, advisor or firm - Red, Amber or Green
  • Immediate access to all cases, documents, audit trails for every case
  • Suggest and monitor remedial activity
  • New business register
  • Comprehensive analysis and reports

Please take a look at our compliance manual to see how i-map x meets your needs.
Online Manual for Compliance Officers

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Free web based software for mortgage brokers and IFA's, packagers and intermediaries catering for many financial products including Mortgages, Commercial Mortgages, Bonds, Insurance, Secured Loans, Commercial and Personal Loans etc. Our main products include the i-maps and new i-mapx software these great products include complaint management, backoffice solutions, fact finds, FSA compliance, task management, sourcing, messaging, client management. Our software also includes a mortgage fact find, back office software, compliance monitoring, compliant processing for Residential & BTL Mortgages, Secured Loans, Commercial Mortgages, Investment Products, Insurance Policies and Overseas Mortgages.