339 results found
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Be able to edit Contact Date in a Completed Mortgage without changing Status
Be able to change Contact Date in a Completed Case without having to change the Status backwards, save, make the edit and then re-Completing after edit. In a similar way that the Proc Fee fields can be edited in a Completed case.
1 vote -
Mortgage term being transferred from current mortgage to new mortgage
The existing mortgage term automatically goes into the new mortgage. What if they are reducing or increasing this
1 vote -
Document Deletion
A delete all button. Sometimes clients upload several incorrect documents and I have to delete them one by one, it's frustrating to say the least. You have a download all button, why not a delete all?
1 vote -
Extra Home Insurance Referral Functionality
The home insurance referral function is great - its very quick and easy to use, however it's extremely limited in functionality. On a joint applicant case we need the ability to select which client wants to be contacted. We also need the ability the cancel the referral in the system. I have referrals thare are still ongoing, even though the cases have completed and the clients have confirmed they have arranged insurance elsewhere. In these cases, I am having to log in to Paymentshield and do a live chat - which defeats the purpose of having the functionality in the…
1 vote -
Fix the search for god sake
Can you please fix the search facility. It's been weeks and is making the platform unusable and our job harder
1 vote -
Current mortgage payment
Current mortgage payment is pre-populated in the existing mortgage section after completion. The mortgage payment for the new mortgage should be pre-populated NOT the current payment.
0 votes -
Current mortgage payment
Current mortgage payment
1 vote -
STOP CHANGING THINGS
Stop making ridiculous changes that completely hinder the compliance process. What do you mean I've just created a new case and have to go and input ridiculous dates to try and find the case now because you've changed it all. Put it back the way it was please and thank you
1 vote -
More obvious sign up button
Make the 'sign up now' box bigger and more obvious for clients when accessing homebuyer for the first time, currently they click get started and it comes up with the log in page, the sign up now is quite small in comparison and easily missed by clients I'm often having to guide clients through this.
1 vote -
ALL Tab to be added
Can an ALL tab be added along the choices next to Mortgage / Protection / General Insurance etc... so that when searching a clients name, regardless of what category of business they have, the name appears as this function seems to have recently been removed?? Previously when any name was searched under the Mortgage tab, the clients business with us appeared
1 vote -
You’ve now got all the details needed to raise the ticket: Rameez Hussain: rajar3922@gmail.com / 07492908917 Shafia Arshad: Shafia.arshad27@
You’ve now got all the details needed to raise the ticket:
Rameez Hussain: rajar3922@gmail.com / 07492908917
Shafia Arshad: Shafia.arshad27@gmail.com / 07938166989
Just confirm one thing so the ticket is complete: are you searching in Cases or Workflow?
case search please0 votes -
Fix the search bar
I have no idea what you have changed in regards to searching clients but when I now type in a client surname they are not appearing, are you aware of this issue and if you are when will it be rectified as I cannot complete cases which is very frustrating
1 vote -
Complaint
Complaint: when I try to enter the mortgage lender in the product information screen the whole system freezes
1 vote -
add 'not applicable' to Constituent Country
Have an option for 'not applicable' under 'consituent country'. The reason why is because we deal with lots of expats and applicants living overseas. Therfeore if I accidently click England for example its then stuch there and I have no way of removing it, even if the applicant is living in Japan.
1 vote -
Home Insurance Overview
On Home insurances cases, on the case summary in the overview can you show if a policy is standard or accidental so we do not need to click into the edit section just to see this.
1 vote -
Second Charge
Add second charge loan amount to outstanding balance on Existing Properties screen
1 vote -
Improvement to the Credit Report Feature
The credit file also uploads the monthly payments and can also notify us if there is adverse credit present too?
1 vote -
tasks
can you stop tasks defaulting to "all" every time you click on tasks, and go back to "today" please.
1 vote -
Save Estate Agents and their information as part of a dropdown selection
Save Estate Agents and their information as part of a dropdown selection - similar to the way it currently works for new solicitors that are added onto a case.
This will make it easier and save time if an input estate agent is the same on multiple different cases rather than having to key it in manually each time
1 vote -
Type of the Purchase drop down options are too specific or may need more guidance on what each is
EG On many lender systems, “local authority purchase” usually just means you’re buying directly from a council or other public body rather than from a private seller. So examples of accepted descriptions are:
Purchase – Local Authority
Right to Buy Purchase
Sitting Tenant Purchase
Council Property PurchaseThose are the kinds of phrases you’d normally see.
1 vote
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