mortgage ASSESS is an online system designed to help the mortgage industry improve its commercial performance, enhance levels of customer care and importantly, assist in meeting the Training and Competence requirements of the Financial Services Authority (FSA). Modular in structure, it covers all aspects of mortgages and the home buying process including regulation, insurances and repayment vehicles.

Full statutory regulation of the mortgage industry commenced in October 2004. The regulator has stated that firms must demonstrate how their staff are achieving and maintaining competence, this applies to all aspects of the rules including training & compliance. Mortgage ASSESS was conceived with this in mind.

Developed in partnership by the CII, PFS and the SMP, mortgage ASSESS is part of ed., the leading education, assessment and competence system for the financial services, general insurance and mortgage markets. Mortgage ASSESS combines expert knowledge and experience to provide a proven solution that assists in keeping your organisation competent and up-to-date in its dealings with customers.