Designed in association with a mortgage house in Buckinghamshire, Comtrak has been programmed to be as user friendly, and as simple to use as possible.  Featuring a single screen which contains all the details of the client, their policies, mortgages and reminder dates; support for multiple users; offsite or remote access capabilities; Internal messaging; integrated mortgage calculator as well as support for a paperless office by way of a scanning interface which automatically relates every scanned document to the client it relates to, this is probably the most cost effective software solution for the IFA!

Also includes security facilities which perform beyond the recommendations from the FSA; and includes support for emailing documents directly to the client, and emailing your daily reminders to an email address of your choice in case you should be out of the office.

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