Producing Compliance management reports

CCD comes complete with a vast variety of Compliance related reports that you may wish to use for control of your business or need to produce for the regulator. To access the reports enter the Compliance section and then click on Reports.


Due to the number of reports available you will notice that they have been subdivided into five categories:

Monitoring – Gives report options on information of file checks that have taken place, or are flagged to be checked.

New Business – Includes reports such as your new business book, all replacement business taken forward, your mortgage register etc.

Supervision - Includes information of which KPI reports have been requested and produced.

Development - Includes what performance reviews and observed visits have taken place.

Complaints - Includes your complaints register and numerous complaint reports.