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What is Worksmart?

We leverage our vast knowledge in Financial Services alongside a dedicated focus on developing solutions that optimize both time and resources while supporting necessary regulatory changes. Our offerings feature a range of award-winning RegTech tools, all grounded in a deep understanding of market dynamics and regulatory perspectives. Whether addressing Training & Competence (TC), Quality Assurance (QA), the Senior Managers & Certification Regime (SMCR), or Complaints Management, we aim to bolster your Governance, Risk, and Compliance initiatives. As the realm of advisory and process management increasingly transitions to digital platforms, it becomes essential for regulated entities to swiftly adapt to the rapidly evolving market landscape. Furthermore, it is widely acknowledged that critical roles within regulated firms must comply with the FCA’s Training and Competence (T&C) regulations, which have been integral to the financial services industry for decades and a regulatory requirement since the 1990s. In this continuously changing climate, maintaining a proactive stance on compliance obligations is more important than ever, ensuring that organizations can navigate challenges effectively and remain competitive.

What is AsurityDocs?

We have set a new standard in the mortgage industry by delivering cost-effective, fully compliant software solutions alongside comprehensive transaction support services. AsurityDocs dynamically creates mortgage loan documents for a wide range of residential loans, guaranteeing compliance with both state and federal regulations. Our main goal is to improve the efficiency, promptness, and adherence to compliance in the mortgage lending process. Our products are crafted by top legal and RegTech experts who have an in-depth understanding of the regulatory landscape and carefully consider each client's operational needs. Additionally, we provide insightful analysis on emerging trends, recent changes in regulations, and enhancements to our suite of RegTech solutions. Our dedication to staying at the forefront of offering thorough, efficient, and compliant products tailored for the consumer lending sector is unwavering, supported by skilled professionals and committed client support teams. This comprehensive approach not only helps us meet but also surpass industry standards, ensuring we deliver exceptional service to our clients consistently. Ultimately, our continuous innovation and focus on compliance position us as leaders in the mortgage sector.

Media

Media

Integrations Supported

Infinant Interlace Platform

Integrations Supported

Infinant Interlace Platform

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Worksmart

Date Founded

1997

Company Location

United Kingdom

Company Website

www.worksmart.co.uk

Company Facts

Organization Name

Asurity

Date Founded

2015

Company Location

United States

Company Website

www.asurity.com/product/propel/

Categories and Features

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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