Panacea is pleased to recommend Trigold's Award-winning Prospector AAA is the market leading mortgage sourcing software that offers mortgage advisors an entirely end-to-end sales system with additional plug-ins to offer even greater efficiency, productivity and compliance solutions. The sourcing system of choice for over 70% of mortgage professionals, Prospector is currently used by over 24,000 advisors.
Designed with brokers in mind, Prospector AAA has long been regarded as the most user-friendly and trustworthy sourcing software available.
With the FSA's regulation now in force wouldn't it be easier if the documents you produced using your mortgage sourcing system were automatically date and time stamped when you produced them as proof that you followed the correct procedure? Wouldn't it be easier if documents were stored electronically without having to lose office space and delve though reams of files for the monitoring and auditing you will be required to make?
Compliance Shield™ is integrated with our Prospector AAA mortgage sourcing software. Whenever you print or email documents as part of your sales process, they are saved off-line and then automatically transferred to a secure online warehouse when you next perform a product update. Because it's an automated solution it makes the process quicker and easier.
- Automated point of sale capture of compliance docs
- Date and time stamped documentation
- A digital audit trail of your sales activity
- All documents automatically saved in secure database
- Secure, remote access to documents at any time
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Remote audit and reporting tools
