Free tool
NCCP file note compliance checklist
An interactive checklist of what a mortgage broker file note needs to survive an audit - inquiries, objectives, the not-unsuitable reasoning, and more.
Your file note0 of 8
All 8 covered. That is an audit-ready file note.
General guidance, not legal advice. This checklist is a starting point, not a substitute for your licensee's requirements or the NCCP Act. CallNote receives the transcript your call system makes - it does not record or transcribe the call.
Every item, every time
CallNote writes the note so every box is ticked.
Set your template once and CallNote fills each of these sections from the transcript, in your house style, then seals the note with a timestamp and audit trail. You review and lodge.
No credit card. Unlimited notes. Built in Australia.