183 results found
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Change Mortgage info layout back to before
Not a fan of the new way the mortgages are laid out and we fill out the info (Mortgage size etc, sols). The previous layout system was much better, this new one flicks about too much between different aspects. No clear route
1 vote -
ADD Description box in Income - HOMEMAKER
ADD BOX - INCOME
Homemaker amongst options1 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
3 votes -
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.
3 votes -
Add Completion Date to Case List Client account
Would it be possible to add the Completion date to the list of categories shown in the case list/drop down bar at the top of the Case summary screen. This would be helpful when you have clients with multiple cases live and historic. It would make it a lot clearer.
3 votes -
Current error with documents
What is going on? I've had lots of documents uploaded by customers, which I can't view or download. Is this error being investigated?
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 -
CUT OUT DOUBLE KEYING
CUT OUT THE NEED TO DOUBLE KEY
1 vote -
mortgage term should reduce
Mortgage term to reduce on mortgages. The term currently remains static, so when you key the term it never changes. Could the term be automatically reduced so that in 2 years time the term remaining has reduced by 2 years? Thanks
9 votes -
More than 2 applicants
Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.
8 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 -
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 -
Ability to change the Pre-Set Remortgage Contact Dates
Introduce the ability for advisors to customise the pre-set remortgage contact dates. This feature would allow advisors to set a preferred timeframe for all remortgage contact dates relative to the remortgage date.
By enabling this customisation, aim is to reduce the need for manual adjustments, currently set to 6 months, streamlining the process for advisors.
11 votes -
portfolio clint
Excel spreadsheet for portfolio property to be print off for lender.
1 vote -
All to add another fee type or buyer type
We need another field where a fee/invoice date/paid date that can be linked to a client for a flat fee that isn't linked to either a mortgage or protection sales. We offer some mortgage-related services and referrals that involve a flat fee being paid and so we need this linked to the client, without having to put a mortgage/protection case live.
1 vote -
Company branding on Homebuyer app
Company branding on Homebuyer app
2 votes -
Move and Legal as Conveyancing options
Move and Legal as Conveyancing options
1 vote -
Have Sort Refer as a conveyancing option
Have Sort Refer as a conveyancing option
1 vote -
Porting Mortgage Case
Mortgage Porting Case
The ability on a mortgage case to have the details of the rate being ported and balance etc showing in addition to the new top up rate all under one case11 votes -
Service Charge needs to be clearly requested in Expenditure AND used in the financial overview
service charge is not deducted in financial overview neither is it clearly shown under expenditure, but this is a sizeable outgoing!
1 vote
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