Compliance Reports

The reporting option within i-mapx allows you to run reports on your brokers to see how many cases they have entered onto the system. You can filter the information down so that if you wanted to see a certain user within a firm you can do, as shown:

Report Panel

You can filter through several selections. This will then give you an accurate report showing information requested, in an easy to understand graph

To run a report just change the filter options to show the data that you want to see and click the button called Generate Report this will then display the results of the report.

Graph generated from Reports

This particular example shows the results in the format of a bar chart but you can change the format of the report so that it would appear as a Pie, Column, Area, etc.

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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.