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  1. In the new mortgage leads, property section, there should be a question about the EPC rating for the property as this is becoming increasingly relevant when sourcing deals.

    5 votes

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  2. In existing mortgages, there is no option to add the proc fees recd. We are forced to put a renewal date in future. As an adviser we would like to put into the CRM everything from past to present and to future. Please update your software accordingly.

    2 votes

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  3. For example, to refer a protection case for an existing mortgage client, you first need to access the mortgage case, add a new protection policy, navigate back to the cases screen, identify the correct new product from the list, then click the three dots and refer.

    It would be much easier if you could simply add the new policy, access it, and click a refer button within the case summary screen to refer it to another adviser.

    1 vote

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  4. 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.

    1 vote

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  5. When a residential mortgage completes, it now gives you the option to update the clients address to the new property, but this only updates the address on the summary page and not in the Fact Find. It would be useful if this was pulled through to the Fact Find.

    10 votes

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    started  ·  2 comments  ·  Admin →
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  6. Can we add a colour bar and a bolding bar to the notes section so if we need to make something stand out we can bold or colour this

    4 votes

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  7. Ability to rearrange order in Doc Store is a nice idea, but does not work! I put the documents in the order I want to see them, fine, but as soon as I add another document or amend the visible toggle it revert to the default setting again! I am having to constantly reset the order to the one I want

    1 vote

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  8. Allow population between boxed that ask for the same information
    IE Offer Expiry date
    Council Tax costs
    expiry date of documents such as passport and driving licence

    3 votes

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  9. Filters in tasks stays after navigating away, but they doesn't apply in reality.
    For example I have chosen myself and another employee, but after navigating back it still shows 2 filters, but 0 tasks (I have 0 tasks for today, while another employee filtered still got tasks for today)

    Also, doesn't seem from my end to see any way to set priorities (or I haven't found it yet)

    1 vote

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  10. Why under the Protection Review Discussion - does the OTHER dropdown not work anymore? Please can you rectify this.

    1 vote

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  11. search for a case using policy reference numbers

    11 votes

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    under review  ·  1 comment  ·  Admin →
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  12. COMMITMENTS

    Distinguish credit commitments that have been marked on file as to be redeemed on completion to those that are to remain
    An Option would be to colour code or add a tick box to be redeemed

    Presently the only way to determine is to keep going in and out of the commitments which is frustrating and time consuming

    3 votes

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  13. When making amendments to the suitability letter, we are unable to go back and undo mistakes. Which means we have to start again from the beginning if it hasn't been saved. Or if saved unable to undo something.
    Having an undo/back button would be great.

    1 vote

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  14. Add a tab to input the total repayment value on the mortgage information section. to allow it to pull through on the suitability letter.

    1 vote

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  15. Mortgage Amount Outstanding can be 0

    1 vote

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  16. COMMITMENTS

    Add a box to show Y or N to indicate what has been marked to be cleared upon completion and what is to remain

    As it is when there are multiple commitments you have to go in and out every time and this wastes time

    2 votes

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  17. Residential Status - please add living with partner.

    6 votes

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    1 comment  ·  Admin →
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  18. Why have you restricted the drop down boxes so they only show 3 options at a time, it now takes longer to find and select the option.

    1 vote

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  19. Can You please add ability to see details of outgoings and credit commitments by hovering mouse over or ability to read only like in the documents section, it is going to be better than opening and saving every time.

    2 votes

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  20. Employer benefits within the protection section as existing policy. When using the Protection tab/section currently there is no field for adding employer benefits such as death in service or sick pay. There is a section to add this in the client fact find under income however it would be useful if this could be synchronised to a new field under existing policies in the protection section so one can have an overview of client’s total existing cover all in one place.

    3 votes

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