183 results found
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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.
2 votes -
Full notes
The introducers are wanting to see the full journey of notes not just the last note so they can see where the client is at and if they need to get involved with anything
1 vote -
Residential Status
Residential Status - please add living with partner.
7 votes -
Existing Mortgages Update with proc Fees Box
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 -
Refer a case from within the case itself
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 -
Notes
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 -
Re-ordering Documents
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 -
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 licence3 votes -
tasks filter + priorities
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 -
Protection review discussion section
Why under the Protection Review Discussion - does the OTHER dropdown not work anymore? Please can you rectify this.
1 vote -
Search using policy reference numbers
search for a case using policy reference numbers
11 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
3 votes -
Suitability letter
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 -
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 -
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 -
Fact Find Additions
Would be great to have some additions onto the fact find that will correlate with entries required on Openwork Concert Hub platform and some lender applications:
For previous name, date of change and method eg. marriage/divorce/deed poll.
Smoking questions: Smoker/Non-smoker/Ex-Smoker and date given up. Required on protection apps too as well as Concert Hub.
Employment: Shares in business - applies to employed and self-employed. Typically if shares exceed 20% (depends on lender) lenders treat the applicant as self-employed regardless of actual status.
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 -
Breakdown of monthly expenditure in Financial Overview screen
Please can a breakdown of the figures used to make up the 'expenditure monthly' on the Financial Overview screen be provided as it's very difficult to work out how it has been arrived at. Is the ground rent and service charge on a let property included???
It seems to be double counting pension contributions (as they are often already deducted at source, but may still be listed in the pensions section by the client).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
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