306 results found
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Errors on Smart connect for Halifax
there are some errors on smartr connect for Halifax that need addressing:
For remortgage - the following error is displayed if you state the existing mortgage is to be repaid but id you follow the instructions The existing mortgage if left as outstanding on the Halifax DIP meaning the case is always declined.Details: Existing Mortgage: 'Is this mortgage to be repaid before completion of new mortgage' should be marked as 'No' if you are re-mortgaging this property
Also the child care comitment is not pulled through
1 vote -
Case ID visible near delete button
Would be useful along side the delete button under the protection policies viewed the individual case number
1 vote -
Including pension income into financial overview
One thing that isn't included within financial overview is a persons retirement income?
1 vote -
Suitability letter Improvements
When will you please add the Demands and needs boxes to be pasted automatically into the Reasons why letter?This has been asked for numerous times
1 vote -
List of Providers on Committment list
Can you please look at an ability to add a bespoke list of Loan companies and HP Companies/credit cards in the committment list rather than having to choose OTHER and add them each time
1 vote -
Specified Notes
In the notes section could you add something so we could specify what the not relates to. For example i like to know if the note relates to a solicitor, lender or the customer. I currently write at the beginning of the note CUSTOMER , SOLICITOR or LENDER - so when i am searching my notes i can see the notes i need to but thought it would make it easier if we could tag the note somehow.
1 vote -
Blur background schedule a call
Please could you add the option the blur background in teams/ schedule a call
1 vote -
NPW Folder in Mortgages
Under the mortgages sections can you add a section for NPW cases so these can be moved from the New Mortgage section
1 vote -
Issues with Height and Weight
Why is there an issue every time I add my clients weight in as 10 stone 0 pounds does the application change it to 10 stone 1 pound once its saved!!!
1 vote -
Suitability letter Improvements
When will you finally get the Needs and preferences screens pasted directly into the Suitability letters? The information regarding the rate and lender etc... is already mapped across but why not the additional boxes where we have to duplicate what we write in them and repeat when creating a suitability letter? I dont understand why this still hasnt been done as it would cut down the work required to create a suitability letter.
1 vote -
Complete 'Country' when pulling through from Experian
When pulling through the information from Experian, it automatically fills in the address history. I have found that I am not able to source through eConveyaning as the country is not pulled through and in some cases I have 8 properties to change or delete if not relevant. Please can this be updated or changed?
1 vote -
2 years Bonus in Current Employment
Record 2 years bonus
majority of banks calculate a person’s bonus based on the average over 2 years.1 vote -
increase property value to 50M
the client can not complete the homebuyer app profile,
as there is an error requesting the property value to be between £30,000 and £10,000,000
please amend and increase it to say 50M1 vote -
Bigger selection box for type of the document, it will help with scrolling and missing the right document.
Bigger selection box for type of the document, it will help with scrolling and missing the right document.
1 vote -
Damon - Testing UV
Damon - Testing feedback in User Voice.
1 vote -
Reducing loan amount on re-mortgage
A question in the mortgage information if the loan is being reduced (on re-mortgage) that will then allow an amount to be entered and reduce the outstanding balance
1 vote -
Reducing loan amount on re-mortgage
Reducing loan
1 vote -
ADD occ type HOMEMAKER
EMPLOYMENT
ADD HOMEMAKER1 vote -
Full notes
The introducers are wanting to see the full journey of notes not just the last note so they can see where the client is at and if they need to get involved with anything
1 vote -
Refer a case from within the case itself
For example, to refer a protection case for an existing mortgage client, you first need to access the mortgage case, add a new protection policy, navigate back to the cases screen, identify the correct new product from the list, then click the three dots and refer.
It would be much easier if you could simply add the new policy, access it, and click a refer button within the case summary screen to refer it to another adviser.
1 vote
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