Free up valuable time with our new choice of file checks

We’re delighted to let you know that The Right DA Club has launched a NEW file checking service for directly authorised firms, from just £25.00 per file.

We now offer two options depending on your firms’ needs; an Admin File Check or a Full File Check.

NEW Admin File Check – just £25 + VAT per file

Perfect for firms who require a basic document check

We understand that firms may not need a full file check, which is why we have introduced our new Admin File Check. Our experienced team will review the file to ensure:

• all adequate records have been made and retained;
• the documents on file are attached to the product for the client file.

The Admin File Check is a shorter and very specific type of case check and will ensure your client files meet regulatory requirements.

Full File Check – just £50 +VAT per file

Perfect for firms who want the peace of mind a full file check provides

Since launching our compliance services in 2016, we have received overwhelming feedback on our Full File Checks, as firms appreciate how robust and thorough they are. As part of our Full File Check, our experienced team will review a range of aspects such as:

• the completeness of the record, including the mandatory documents;
• the chronology of the documents;
• the quality and completeness of the data capture;
• the appropriateness of the advice.

They will then:

• complete a file review pro forma;
• score the file as appropriate and send a copy to the firm Principal;
• provide recommendations and feedback, offering a complete service.

Full file checks are included within compliance packages or can be purchased individually at a competitive price, providing full peace of mind.

Find out more on 01564 732 748 or club@therightmortgage.co.uk

Don’t just take our word for it:

"If you want your file checks done lightly and just skimmed over then look elsewhere. If you want them done correctly and accurately then this is the place to be."

Kevin Onions, IMAB (WM) LTD

"A wise broker has compliant cases, and a wiser broker has The Right DA give their cases a 3rd party tick of approval. A case file needs to stand on its own, without clarification. The team were able to identify points that we missed from our perspective. In an ever-changing regulatory environment, we don’t want complacency to step in the way of case quality."

Adam Hosker, Bespoke Finance

For more information on our full file checks and how you can use the service please feel free to give us a call on 01564 732 748 or email club@therightmortgage.co.uk

Kind Regards,

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The Right Mortgage Ltd is authorised and regulated by the Financial Conduct Authority. FCA number 649443. Registered in England and Wales no. 08130498. Registered Address: St Johns Court 70 St Johns Close Knowle, Solihull B93 0NH United Kingdom 01564 732 744