339 results found
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For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created
For PT Cases, on the remortgage case, copy over the repayment method, term, mortgage account number and original Lender from the original mortgage case.
9 votes -
ian@ridgewayfinance.com
MULTIPLE LOAN PARTS
7 votes -
Being able to mark residential cases as regulated or non regulated.
Being able to mark residential cases as regulated or non regulated.
4 votes -
Ability to control the salutation/name emails from the system get sent to
Ability to control the salutation/name emails from the system get sent to - we would like the platform to use the name listed in the 'Known as' field rather than their actual first name in the field above
6 votes -
new job, make previous job an automatic drop into employment history
CHANGE SYSTEM - when new job keyed, automatically make the former drop into employment history
17 votes -
For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be
For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has been chosen as 'port and top up'
7 votes -
Email notification when a new introduction is made
When a new client is referred using the introducer system, an email notification is automatically sent to the adviser so they know immediately that a new client has been introduced and needs to be contacted as soon as possible.
This matters because speed is everything when dealing with new enquiries. The quicker an adviser makes contact, the better the client experience, the higher the conversion rate, and the stronger the relationship with the introducer.
Without an instant notification, referrals can sit unnoticed, leading to delays, lost business, and frustration for both the client and the referring partner.
By implementing automatic…
4 votes -
Reducing the loan on re-mortgage
Reducing loan - additional borrowing/further advance can be added to case however there does not appear to be the ability to input sums being reduced from the existing loan for re-mortgage where the applicants may have a sum of money they wish to use to reduce the loan. Can this be added please?
5 votes -
Be able to edit Contact Date in a Completed Mortgage without changing Status
Be able to change Contact Date in a Completed Case without having to change the Status backwards, save, make the edit and then re-Completing after edit. In a similar way that the Proc Fee fields can be edited in a Completed case.
1 vote -
Add Future Budget Planner to Outgoings Section of the Fact-find
Include these following fields, to be filled out by the client on the Homebuyer app as part of the Outgoings section after credit commitments
New mortgage budget (Monthly mortgage budget)
New Mortgage and Life Protection (Life and Critical assurance, income protection, sickness and redundancy cover) - should be monthly budget allocation
New buildings and contents insurance budget (monthly budget for GI)
4 votes -
Mortgage term being transferred from current mortgage to new mortgage
The existing mortgage term automatically goes into the new mortgage. What if they are reducing or increasing this
1 vote -
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
12 votes -
Having a texting services built in like Whatsapp for communications
Having a texting services built in like Whatsapp for communications
3 votes -
Document Deletion
A delete all button. Sometimes clients upload several incorrect documents and I have to delete them one by one, it's frustrating to say the least. You have a download all button, why not a delete all?
1 vote -
Extra Home Insurance Referral Functionality
The home insurance referral function is great - its very quick and easy to use, however it's extremely limited in functionality. On a joint applicant case we need the ability to select which client wants to be contacted. We also need the ability the cancel the referral in the system. I have referrals thare are still ongoing, even though the cases have completed and the clients have confirmed they have arranged insurance elsewhere. In these cases, I am having to log in to Paymentshield and do a live chat - which defeats the purpose of having the functionality in the…
1 vote -
To add different parts to the same mortgage
When are you going to change the mortgage section so you can record different parts of the same mortgage onto one record. As you know many clients have 2,3,4 parts to their mortgage that have different loan amounts, rates, terms etc. The current system for doing this is useless.
7 votes -
Fix the search for god sake
Can you please fix the search facility. It's been weeks and is making the platform unusable and our job harder
1 vote -
Current mortgage payment
Current mortgage payment
1 vote -
STOP CHANGING THINGS
Stop making ridiculous changes that completely hinder the compliance process. What do you mean I've just created a new case and have to go and input ridiculous dates to try and find the case now because you've changed it all. Put it back the way it was please and thank you
1 vote -
More obvious sign up button
Make the 'sign up now' box bigger and more obvious for clients when accessing homebuyer for the first time, currently they click get started and it comes up with the log in page, the sign up now is quite small in comparison and easily missed by clients I'm often having to guide clients through this.
1 vote
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