167 results found
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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 case10 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 -
Employer details
Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.
5 votes -
Select development as a product type, with sub headings for cost of works/ GDV.
Select development as a product type, with sub headings for cost of works/ GDV.
1 vote -
Rolled or Retained Interest is not an option as a payment type
Rolled or Retained Interest is not an option as a payment type
1 vote -
add refinance as the repayment vehicle
add refinance as the repayment vehicle
1 vote -
Student loan
student loan to re moved from financial overview figure as it has already been taken out when you enter the net pay.
1 vote -
Remortgage an unencumbered property
Hi,
Currently we are doing a remortgage on a mortgage-free property to raise equity for home improvement. Your system is not designed to highlight this properly in the mortgage section and asking for the current outstanding loan amount in order to submit an ENBS. When I put £0 the ENBS comes back with an error. When I put £1 the ENBS goes through and it is working.
It is just annoying why do I have to put £1 when the clients property is mortgage-free5 votes -
LTV on summary page and mortgage page
LTV on summary page
2 votes -
Remortgage opportunities
It would be great if we were able to click on the client's name in this month's remortgage opportunities and it then take us directly to the client's profile. Ideally their summary page
1 vote -
Follow Up Dates
When we do a completion we were told that the follow up date needs to read the same as the remortgage contact date when you go to input the follow up date it defaults to the 1st of January of that year and then you have to scroll across to the right month, can this be looked at so we can just copy and paste the remortgage contact date from the bottom to the follow up date
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 -
Notes
Is there anyway that we can have a facility on the notes section which means that you can just filter it to read your notes and not all notes from everyone that has been in the case
1 vote -
Title on Case Summary
Please could you include the clients title on the case summary page so we know if its a Mr/Mrs/Miss or Ms
1 vote -
Task View
Task - New task View - Active task no longer visible when you open the task bar. This is not how we work here at KFH. Not suitable for us.
1 vote -
Separation and Section in the Notes
system allowed us to have these sections and was very efficient on the admin side. Otherwise notes can get confusing.
Separation in the notes to allow it to be in sections
1 vote -
Fact Find Button is too easy to press by Accident
invite button to the portal is for example when sending a Factfind, but this happens at any stage when sending invites to the clients for the portal. It is easy to do by accident and isn’t something that can be taken back.
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
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