183 results found
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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 -
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
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 -
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
1 vote -
tasks filter + priorities
Filters in tasks stays after navigating away, but they doesn't apply in reality.
For example I have chosen myself and another employee, but after navigating back it still shows 2 filters, but 0 tasks (I have 0 tasks for today, while another employee filtered still got tasks for today)Also, doesn't seem from my end to see any way to set priorities (or I haven't found it yet)
1 vote -
Protection review discussion section
Why under the Protection Review Discussion - does the OTHER dropdown not work anymore? Please can you rectify this.
1 vote -
Suitability letter
When making amendments to the suitability letter, we are unable to go back and undo mistakes. Which means we have to start again from the beginning if it hasn't been saved. Or if saved unable to undo something.
Having an undo/back button would be great.1 vote -
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.
1 vote -
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.
1 vote -
Populate employment history tab with data held in current employment if there is a notification of job change to avoid need for double keyin
INCOME
when a customer notifies of a new job, offer the option to make previous employment captured to be recorded under employment history.
Presently necessary to double key by adding the data to employment history box and remove from current
1 vote -
Acknowledgement document confirmation
It would be helpful to be able to download a hard copy of documents with confirmation of the date and time of the clients acknowledgement.
1 vote
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