FAQs

I’m a mortgage adviser but I sell some general insurance, which EasyTCF system should I buy?

The financial and mortgage adviser system includes protection and household policy questionnaires as standard.

How can I maximise the response rate from clients?

We recommend you mention your EasyTCF e-mail to them in conversation and ask for their help! Most people are keen to help.

For mortgages, just before completion is a good time, before the client becomes too involved in moving and spending!

Should I send more than one questionnaire if a client has bought more than one product?

Ideally yes, although in some cases you might feel one is enough.

How do I unsubscribe from easyTCF?

To cancel your easyTCF subscription, please email instructions to admin@thegiconsultant.com and if you pay monthly, cancel your standing order at the bank. If you pay annually no other action is required other than to instruct us by email.

Specifically created for financial and mortage adviser


Save money

There's no postapage or admin overheads

See Who Has Responded

At a glance via the secure admin

Get More Feedback

By making it easy for clients to respond

Read Completed Questionnaires

As and when they arrive

Automatically Receive a Report

Direct to your inbox every month

Send Reminders

To prompt your customres