237 results found
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Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
2 votes -
Additional statuses
Can we have additional statuses.
For example , not proceeding with - I know you amend this via the summary but showing the status as not proceeding would be good.
Could we also add
advice given
no advice requiredThank you
2 votes -
Living With Family - Address History Dropdown
Living with family in address history
2 votes -
You should not be able to to Not proceed a case as easily as it happens, human error sometimes means cases are closed accidentally and we sh
You shouldn't be able to Not proceed a case so easily, human error dictates this is sometimes done in error and there is no going back. These cases should have the ability to be reopened (even if an explanation is needed). causes so much work to rekey and sort other stuff in the background - clients sometimes change their mind and if they come back we can't reopen cases
In addition there should be are you sure you want to close this case Yes/ No options as at the moment there is no fail safe.
2 votes -
Re-ordering Documents
Ability to rearrange order in Doc Store is a nice idea, but does not work! I put the documents in the order I want to see them, fine, but as soon as I add another document or amend the visible toggle it revert to the default setting again! I am having to constantly reset the order to the one I want
2 votes -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
2 votes -
total repayment value
Add a tab to input the total repayment value on the mortgage information section. to allow it to pull through on the suitability letter.
2 votes -
Drop Down Boxes
Why have you restricted the drop down boxes so they only show 3 options at a time, it now takes longer to find and select the option.
2 votes -
Fact Find Additions
Would be great to have some additions onto the fact find that will correlate with entries required on Openwork Concert Hub platform and some lender applications:
For previous name, date of change and method eg. marriage/divorce/deed poll.
Smoking questions: Smoker/Non-smoker/Ex-Smoker and date given up. Required on protection apps too as well as Concert Hub.
Employment: Shares in business - applies to employed and self-employed. Typically if shares exceed 20% (depends on lender) lenders treat the applicant as self-employed regardless of actual status.
2 votes -
Existing Mortgages Update with proc Fees Box
In existing mortgages, there is no option to add the proc fees recd. We are forced to put a renewal date in future. As an adviser we would like to put into the CRM everything from past to present and to future. Please update your software accordingly.
2 votes -
Retirement can be Primary Employment
Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'
2 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 -
LTV on summary page and mortgage page
LTV on summary page
2 votes -
FACT FIND improovement
client's age/income etc is not coming up on suitability letter automatically, you can look in to this.
We often get more than 2 applicants' you must design an option to ad up to 4 applicants as minimum.
The Factfind notes- it helps if inword or pdf file rather a csv format.2 votes -
Filter notes to so can remove Automated notes
In the notes Section we need a filter so we can remove the automated notes to just the notes we write. This will make easier to get rid of the auto notes which we dont need to see.
2 votes -
TOB option under Compliance Documents
Add TOB option to Compliance documents under Document store. As we have to manually add the TOB would be great to have that option there to easily identify the document.
2 votes -
Missing tokens for Suitability report
Missing tokens for Suitability report -
- the months of the term
- the term of the product2 votes -
complete address
The system should be updated to ensure that it pulls through the village from the post code search.
2 votes -
Search by case number
Advisers should be able to search for a case by the case reference number. This functionality is available to COR, so why not for advisers?
2 votes -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
2 votes
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