158 results found
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total repayment value
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 -
Residential Address Fact Find
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.
9 votes -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
1 vote -
Add Box to indicate if commitments have been marked as to be cleared on completion
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 -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
1 vote -
Drop Down Boxes
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 -
See details of outgoings and commitments by hovering over it.
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 -
EPC
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.
4 votes -
Residential Status
Residential Status - please add living with partner.
5 votes -
Employer benefits within the protection section
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 -
CUT OUT DOUBLE KEYING
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 licence2 votes -
solicitor details
i updated the solicitor address a few days ago on 365. today i was doing an app. i needed to enter the solicitors address. 365 shows the name and not the address. so there was no point in updating the system a few days ago. so it would be useful that i can see the solictors address on the system.
1 vote -
TOB option under Compliance Documents
Add TOB option to Compliance documents under Document store. As we have to manually add the TOB would be great to have that option there to easily identify the document.
2 votes -
Document order
Under documents. Please can you make is under section section so that we can put the documents in alphabetical order
5 votes -
ADD Label to show if a commitment is to be redeemed on completion
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 redeemedPresently the only way to determine is to keep going in and out of the commitments which is frustrating and time consuming
2 votes -
Populate employment history tab with data held in current employment if there is a notification of job change to avoid need for double keyin
INCOME
when a customer notifies of a new job, offer the option to make previous employment captured to be recorded under employment history.
Presently necessary to double key by adding the data to employment history box and remove from current
1 vote -
Company branding on Homebuyer app
Company branding on Homebuyer app
2 votes -
Acknowledgement document confirmation
It would be helpful to be able to download a hard copy of documents with confirmation of the date and time of the clients acknowledgement.
1 vote -
Retirement can be Primary Employment
Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'
1 vote -
Visa questions
Visa questions should be updated with pre-settled, settled & indefinite leave to remain and expiry dates if applicable..
3 votes
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