The section was added to the platform in July as a result of user feedback and since the function has been in use, the provider has made changes based on further responses.
It now has a customisable section for bespoke Consumer Duty questions, automated client review tasks and stage progression times for cases.
There are also vulnerability questions, an automated interactive client survey as well as a Consumer Duty checklist.
OMS said 85 per cent of its users had used the client survey tool since 31 July with a 95 per cent completion rate.
Neal Jannels (pictured), managing director of One Mortgage System (OMS), said: “As a business, we supported all our users in the lead up to the consumer duty deadline and have worked closely with a host of firms to integrate functionality which will help them to not only comply with the new regulations but also enable the collation of relevant information from a compliance and delivery perspective, as well better managing their client records.”
“Consumer Duty will remain a key focal point for intermediary firms and we will continue to carefully assess how we can establish extensive programmes to help our users to embrace this important directive going forward.”
