January Upgrade Complete - New Features

Spell Check

Spell check works with Google's Chrome browser (get it here)

On all text input any unknown words in the current field will be highlighted by a red wiggly underline. Right-click the word for suggestions or Add to Dictionary.

Mortgage Review

• Brand new section to review client's mortgage(s)
• FCA Mortgage Market Review (MMR) ready
• Actions: Retain, Redeem, Remortgage, Overpay, Part Repay, Further Advance & Rate Switch
• Execution Only Rate Switch option for MMR

Mortgage Recommendation

This section has been completely revamped to be ready for MMR and is complementary to the new review.

Watch the Mortgage Demo video tutorial for how to use the new sections.