Our training services:

  • Internal & external audit
  • ISO 9001-2000 implementation
  • Record keeping & sales procedures
  • Implementation of manuals and document control
  • Compliance & personnel supervision procedures


  • Our document forms provide:

  • Marketing analysis
  • Prospecting
  • Client approach
  • Establishing needs
  • Product analysis
  • Preparing quotations
  • Sales consolidation
  • Order processing
  • Management control
  • Strategic development
  • Recruitment and training

To arrange FREE initial training or further information go to the contact section and enter your requirements and your contact details.

FOR-PMI Limited Financial services

 

FOR-PMI Ltd provide access to outstanding compliance services, which is not surprising for a company that started in 1998, well before compliance was compulsory for the mortgage and insurance intermediary. Since 2004 there have been developments and changes in people's attitudes to compliance and treating customers fairly, but one thing that hasn't changed is the exceptional assistance FOR-PMI Ltd provide. Combining our experience and innovative thinking allows FOR-PMI Ltd services meet particular customer requirements.

FOR-PMI Ltd was established with the prime objective (with the aid of other industry professionals) to design and develope a quality sales system for the mortgage and general insurance intermediary market. We conduct business with the sole aim of proving a quality sales experience for the end user, our typical client type is the SME market for mortgage and general insurance who wish to improve their quality sales procedures, inline with current regulation.

Will FOR-PMI Ltd Total Quality Sales System improve your business? Systems and controls can identify inefficient or ineffective practices, with formal reporting to management the end user gains control over the business, saveing time. Staff participation and involvement creates a sense of ownership who feel better supported through closer monitoring and improving the quality of what they do.

What FOR-PMI Ltd provide:
Quality management systems and controls for the estate agent, mortgage broker and health insurance intermediary. The quality procedure and documents are simple to use and helps demonstrate your approach to treating customers fairly (TCF).

 

 

Copyright © 2008 FOR-PMI Ltd. - All rights reserved. - Listed on UFindUs for: Mortgages

FOR-PMI Limited is authorised and regulated by the Financial Services Authority no. 302257
Est 1998 England & Wales Company no 3653045

Mortgage West Yorkshire ~ Mortgage Dewsbury ~ Mortgage franchise training ~ Mortgage broker training ~ Mortgage compliance ~ Compliance personnel