212 results found
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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.
12 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
3 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 -
Employer details
Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.
6 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
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