The easy choice for the
mortgage and GI firms
Over time we have become increasingly aware of the need to harness industry specific technology to bolster and improve business processes. EzyDA brings you the tools to maximise your business potential and meet the regulatory rules with the minimum of fuss. Offering case tracking and scanning software combined with access to expert compliance services - EzyDA is the natural choice for mortgage and general insurance broker businesses today.
Subscribing will give you access to the following compliance and training and competence services provided by industry specialists The Coaching Platform:
- Template documentation
- Initial Audit
- Compliance and T&C consultancy review visits
- Financial promotions sign off
- RMAR Completion
- Remote File Checking
- Knowledge based testing
- Customer support
Click here to take a look at our packages. The service can be tailored to your specific requirements. Call us now for a free software trial and to receive a quotation, or alternatively send us your contact details and we’ll call you.