Compact: adjective: having all the necessary components or features neatly fitted into a small space:
Designed for mortgage and insurance specialists, Compact delivers reports for all mortgage and protection products. RDR compliant and TCF friendly, Avail fits the bill.
Not only can you tailor reports from our intuitive report generator, you can completely tailor the system to the requirements of the firm.
Main features include the ability to:
- Mandate at firm level which areas of the report are compulsory
- Tailor any aspect and any paragraph to your own requirements
- Set permissions at department, user or product level
- Mandate approval of reports for high risk products or supervised advisers
- Design your own firm templates
- Optimised for mobile media
Compact delivers the comprehensive solution to mortgage and insurance specialists. Whether you operate a Whole of Market or a Panel offering, Avail meets the need.