Mortgage and insurance enquiries

Enquiries for your advisers, in your own approved compliance wording.

What it does

• Says your approved status disclosure and risk warning word for word.
• Takes only what an adviser needs to call back: what it’s for, the timescale and the best time to call.
• Never mentions rates, lenders or products, never says what someone could borrow, and never gives advice.
• Doesn’t ask about income, debts or health: your adviser does that properly.

Works with

• Your call backs

Set up around how your business works. If you need it to do more, one of our developers can build that for you. Arrange a call ›