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  1. ADD BOX - INCOME
    Homemaker amongst options

    1 vote

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  2. What is going on? I've had lots of documents uploaded by customers, which I can't view or download. Is this error being investigated?

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  3. CUT OUT THE NEED TO DOUBLE KEY

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  4. 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).

    1 vote

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  5. Excel spreadsheet for portfolio property to be print off for lender.

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  6. 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

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  7. Move and Legal as Conveyancing options

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  8. Have Sort Refer as a conveyancing option

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  9. service charge is not deducted in financial overview neither is it clearly shown under expenditure, but this is a sizeable outgoing!

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  10. Select development as a product type, with sub headings for cost of works/ GDV.

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  11. Rolled or Retained Interest is not an option as a payment type

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  12. add refinance as the repayment vehicle

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  13. student loan to re moved from financial overview figure as it has already been taken out when you enter the net pay.

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  14. 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

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  15. 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

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  16. 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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  17. Please could you include the clients title on the case summary page so we know if its a Mr/Mrs/Miss or Ms

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  18. 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.

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  19. 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

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  20. 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.

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