Mortgage Intelligence trials Defaqto
This protection and general insurance research comparison tool aims to assist advisers in reaching their client recommendations. Mortgage Intelligence and Mortgage Next are the first two mortgage networks to have access to the new system starting today.
Defaqto Engage aims to make the process of reporting, recommending and reviewing policies as simple and straightforward as possible. The system can help to justifty a products suitability, ensure that compliance requirements are met and assist with Treating Customers Fairly.
Sally Laker, managing director, Mortgage Intelligence Holdings, commented: “Defaqto Engage is one of the most advanced product research and analysis systems around today. We have been working closely with Defaqto over the last few months and I’m delighted that our networks will be the first to trial the system.
“I’m confident that advisers will find Defaqto Engage valuable and I would encourage members to contact Defaqto or our teams at head office to arrange their free trial.”