4.05: ADDITIONAL FUNCTIONALITY

Affordability Hub allows users to save and retrieve previous searches; MBT

Affordability also offers this, as well as the option to export this information. With BrokerSense, documents are stored and available indefinitely.

Figure 4.10: Client document storage functionality

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All three affordability platforms provide auditing functions. BrokerSense provides search records as pdfs, showing graphs and charts of search results.

Affordability Hub provides evidence of research generated to pdf, which includes a full copy of each lender’s affordability calculator responses.

MBT Affordability says it provides “clear” documentation to demonstrate to the FCA and other regulatory bodies that a whole of market approach was taken and can provide important evidence on cases where the cheapest product has not been selected.

Figure 4.11: Compliance functionality

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This data was collated in January 2021. Trek Publishing Limited accepts no liability for loss or damage to material submitted for publication.
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