185 results found
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Ability to change the Pre-Set Remortgage Contact Dates
Introduce the ability for advisors to customise the pre-set remortgage contact dates. This feature would allow advisors to set a preferred timeframe for all remortgage contact dates relative to the remortgage date.
By enabling this customisation, aim is to reduce the need for manual adjustments, currently set to 6 months, streamlining the process for advisors.
11 votes -
Porting Mortgage Case
Mortgage Porting Case
The ability on a mortgage case to have the details of the rate being ported and balance etc showing in addition to the new top up rate all under one case11 votes -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
5 votes -
mortgage term should reduce
Mortgage term to reduce on mortgages. The term currently remains static, so when you key the term it never changes. Could the term be automatically reduced so that in 2 years time the term remaining has reduced by 2 years? Thanks
9 votes -
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date
4 votes -
More than 2 applicants
Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.
8 votes -
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a stanard residential and remo.
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a standard residential and remo.
2 votes -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
3 votes -
Gross/Net Proc Fees
You must have two coloumns in the proc fees. Gross as per the offer, Retention by the Club and the Net Recd. In this way at the end of the year we can see how much retention we have paid to the club/s as many clubs share 50% of the retention at the end of the year.
4 votes -
Living With Family - Address History Dropdown
Living with family in address history
2 votes -
Self Emloyed income tidy up
Please could the self employed sections be updated to reflect what is required by lenders:
For sole trader the only information required is net profit.
For LTD company directors it is more complicated: We need Profit (Gross & Net), salary and dividend
the other fields just complicate and confuse the issue. It is important to add a notes section to the self employed section (why is this missing?) for those times where something else is needed.1 vote -
Blur background schedule a call
Please could you add the option the blur background in teams/ schedule a call
1 vote -
You should not be able to to Not proceed a case as easily as it happens, human error sometimes means cases are closed accidentally and we sh
You shouldn't be able to Not proceed a case so easily, human error dictates this is sometimes done in error and there is no going back. These cases should have the ability to be reopened (even if an explanation is needed). causes so much work to rekey and sort other stuff in the background - clients sometimes change their mind and if they come back we can't reopen cases
In addition there should be are you sure you want to close this case Yes/ No options as at the moment there is no fail safe.
2 votes -
Employer details
Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.
6 votes -
Current Rent in FF
Need current rent payment in FF
8 votes -
NPW Folder in Mortgages
Under the mortgages sections can you add a section for NPW cases so these can be moved from the New Mortgage section
1 vote -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
2 votes -
SEARCH BY PROPERTY ADDRESS
Search for application using the mortgage address
11 votes -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
2 votes -
Issues with Height and Weight
Why is there an issue every time I add my clients weight in as 10 stone 0 pounds does the application change it to 10 stone 1 pound once its saved!!!
1 vote
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