212 results found
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Adding email lender updates within the documents file
Adding email files and a section with lender updates to the document section.
1 vote -
When we send the Fact Find document, we can amend/edit it to make it more personable.
To change the automated message for the Fact Find invite or make it editable.
1 vote -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
2 votes -
GDPR Declaration has to be dated, signed a name printed before being able to complete the Fact Find.
GDPR Declaration to be populated before being able to pass through Fact Find.
1 vote -
Residential Status
Residential Status - please add living with partner.
7 votes -
Premium frequency reporting
When running reports for Home Insurance, or Protection insurance that has been written, the report doesn not confirm whether the premium is paid monthly or Annually. For any home insurance policies that are written with a monthly premium we are required to report this to the FCA when completing our Reg Data returns. This would be extremely useful for the report to pick up whether the premium is paid monthly or annually.
3 votes -
priorities tasks
Having a method to prioritise tasks, such as using colour codes or labels like P1 and P2, can help ensure that important tasks are not overlooked and dealt with speed.
1 vote -
Task View (NPW)
When a case is NPW, is there a way to remove the tasks or remove from ongoing task view.
1 vote -
Solicitor Reference
Can we add an area within the solicitor details for a reference number?
1 vote -
SEARCH BY PROPERTY ADDRESS
Search for application using the mortgage address
11 votes -
ADD button that allows notes for customer to be viewed in any linked cases
NOTES- CREATE a tab that allows users to view all case notes for the customer rather than specific to case ID
Example- keyed notes when doing mtg fact find for cstmr re her sick pay arrangements, now in protection I need to see these notes and it would be ideal to simply be able to click " SEE ALL NOTES" for relevance
1 vote -
Will Referral
Add the facility to log Will Referals to the system and chase through
1 vote -
Training session length should be longer
for new advisor training - first 4 sessions should be 1 hour longer than 30 mins.. it was like roller coaster for the advisors- couldn't get it at all.
1 vote -
Business Bank Statements Option
Business Bank Statements as a drop-down option in the financial documents section
1 vote -
Document order
Under documents. Please can you make is under section section so that we can put the documents in alphabetical order
5 votes -
Customisable fields- Add Offer Issue date as a mandatory field on the customisable workflow
I want to add ‘Offer Issue Date’ as a mandatory field using Create Your Workflow. It doesn’t current appear under ‘Select Fields’ though as below.
3 votes -
equity release
Currently there is no way to mark a mortgage as equity release and therefore will not need to be remortgaged or transferred in future.
2 votes -
Notify us when documents are uploaded
Automatic notifications when clients upload documents - better to be notified every time rather then when a client chooses to
3 votes -
ONS data
As most lenders now use ONS figures to pre-populate their application process would it not be a great move to pre-populate the expenditure tab. Other platforms have integrated this and it would really tally in from a compliance point of view
4 votes -
LESS CLICKS AND SCROLLING
Can you design this better so there are less clicks and scrolling up and down to find and input information for a better user experience.
It was also make it a lot easier to find information.
My actual wrist is aching from continuous clicking and scrolling!!1 vote
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