183 results found
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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 -
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 -
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 -
Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
1 vote -
Suitability letter Improvements
When will you finally get the Needs and preferences screens pasted directly into the Suitability letters? The information regarding the rate and lender etc... is already mapped across but why not the additional boxes where we have to duplicate what we write in them and repeat when creating a suitability letter? I dont understand why this still hasnt been done as it would cut down the work required to create a suitability letter.
1 vote -
Complete 'Country' when pulling through from Experian
When pulling through the information from Experian, it automatically fills in the address history. I have found that I am not able to source through eConveyaning as the country is not pulled through and in some cases I have 8 properties to change or delete if not relevant. Please can this be updated or changed?
1 vote -
2 years Bonus in Current Employment
Record 2 years bonus
majority of banks calculate a person’s bonus based on the average over 2 years.1 vote -
Additional statuses
Can we have additional statuses.
For example , not proceeding with - I know you amend this via the summary but showing the status as not proceeding would be good.
Could we also add
advice given
no advice requiredThank you
1 vote -
increase property value to 50M
the client can not complete the homebuyer app profile,
as there is an error requesting the property value to be between £30,000 and £10,000,000
please amend and increase it to say 50M1 vote -
Bigger selection box for type of the document, it will help with scrolling and missing the right document.
Bigger selection box for type of the document, it will help with scrolling and missing the right document.
1 vote -
Notifications
- Notifications not opening task itself, but just tasks section
- Mark all as read works opposite way and marking all UNREAD
0 votes -
Damon - Testing UV
Damon - Testing feedback in User Voice.
1 vote -
Reducing loan amount on re-mortgage
A question in the mortgage information if the loan is being reduced (on re-mortgage) that will then allow an amount to be entered and reduce the outstanding balance
1 vote -
Reducing loan amount on re-mortgage
Reducing loan
1 vote -
ADD occ type HOMEMAKER
EMPLOYMENT
ADD HOMEMAKER1 vote -
Living With Family - Address History Dropdown
Living with family in address history
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 -
a
Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered
0 votes -
income summary
i would love for the income page to show the gross income without having to open it all up :)
0 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
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