New Options for Document Management
10-20-15 Updated Compliance Module with TRID
Click here to download.
As you know we provide updates to our products on an as needed basis. One of the biggest problems with updating policies and procedures which are primarily templates is that it's hard to figure out where the updates go. Then, it's hard to figure out where to manage the information that's yours specifically, such as comp plans, vendors, training certificates, just to name a few.
Click here to update your compliance manual.
Compliance Manager allows you to do this all in one place. View this sample intranet site:
1.) Customized to match your firm
2.) Add any resource you want; training, audit, policies and procedures
3.) View all the standard policies and procedures in real time - there is a file cabinet for adding your own specific policies so you don't mix templates with company documents.
The best part is that it is completely transparent AND we manage the documents for you. Sign up today.