303 results found
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Improve Workflow screen layout
On the workflow screen, we should be able to minimise the dropdown options at the top as it takes up too much screen space. It would be more useful to see more cases in the status lists below. Thanks
1 vote -
Job Title for ltd co is greyed out
Cannot input Ltd Co job title in employment section
1 vote -
Email notification when a new introduction is made
When a new client is referred using the introducer system, an email notification is automatically sent to the adviser so they know immediately that a new client has been introduced and needs to be contacted as soon as possible.
This matters because speed is everything when dealing with new enquiries. The quicker an adviser makes contact, the better the client experience, the higher the conversion rate, and the stronger the relationship with the introducer.
Without an instant notification, referrals can sit unnoticed, leading to delays, lost business, and frustration for both the client and the referring partner.
By implementing automatic…
2 votes -
marketing preferences to be mandatory first step (similar to document acknowledgements)
I would be helpful to have the option to make marketing preferences to be amandatory first step when a client first access's HomeBuyer (similar to document acknowledgements)
1 vote -
Ability to set contact time/date for Uinsure referrals
Ability to set contact time/date for Uinsure referrals so that we as the adviser have control over when our client gets contacted by them
1 vote -
Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlightin
Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlighting.
1 vote -
Sending out emails from your system
When sending out emails from your system, I am getting the below error message for attachments over 2MB. Please can you increase the size?
1 vote -
Reducing the loan on re-mortgage
Reducing loan - additional borrowing/further advance can be added to case however there does not appear to be the ability to input sums being reduced from the existing loan for re-mortgage where the applicants may have a sum of money they wish to use to reduce the loan. Can this be added please?
2 votes -
Ability to control the salutation/name emails from the system get sent to
Ability to control the salutation/name emails from the system get sent to - we would like the platform to use the name listed in the 'Known as' field rather than their actual first name in the field above
4 votes -
Remortgage reports missing key information (mortgage account numbers, joint applicant details)
Please update Remortgage report exports to include columns for the Mortgage Account Number and Joint Applicant details.
Currently, these fields are missing from the standard reports. This makes it difficult to reconcile lender statements or identify full borrower details without opening every individual case manually, which is very time-consuming.
1 vote -
For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created
For PT Cases, on the remortgage case, copy over the repayment method, term, mortgage account number and original Lender from the original mortgage case.
6 votes -
Current employment to employment history without having to re-enter details
is it possible for the current employment to be transferred automatically when we enter a new occupation without having to re-enter the employment in employment history tab
1 vote -
Experian- Allow only some users to have access to experian , not all users on the platform
Experian- Allow only some users to have access to experian , not all users on the platform
1 vote -
List the occupation as a field in the preview screen of the current employment section in the fact find under Income
List the occupation as a separate field in the preview screen of the current employment section in the fact find under Income, instead of having to always click into the entries to find out what the occupation is
1 vote -
ian@ridgewayfinance.com
MULTIPLE LOAN PARTS
3 votes -
Vulnerability/Tailored Support Section
- Is there a way we can a Vulnerability section when completing a customer Fact Find and this can pull through to the next sections such as the protection and suitability letter.
0 votes -
Additional Case stage
Have a stage between Decision in Principle and Pre-offer processing once a case has been keyed but perhaps not sent over for administrative processin
1 vote -
Extracting Data For Marketing Purposes
Data Extraction for Marketing.
The CRM holds substantial data and I would like to know whether other users might like to be able to generate reports with variable parameters for marketing campaigns. For example whether creating a search for clients with the profile: self-employed, age "xx-yy" with dependents with or without life assurance or critical illness or clients with mortgages but without life assurance/critical illness. Ideally, the data retrieved could be uploaded into a marketing software such as Mailchimp.1 vote -
Multi household for income and expenditure
I would love to see the option to add multi household income and expenses, we have done a couple of JBSP or first mortgages with a guarantor which needs to show income and expenses of 2 households. If we had an option to use the same expenditure sheet but as a multi household this would be easier than adding everything into one. The two households may have very different spending habits and this could help the lenders assess this too.
1 vote -
Having the middle name shown all through the fact find, just incase we have a client who has the same name between clients
like Mohammed Jones , could be the son and father, but we cannot see the different on the fact find as it only shows first and last name.
1 vote
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