212 results found
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dependant's date of birth
Would that be possible to keep the dependant's date of birth on the fact find once the case has been created. Every lender asks for this details and those cases we put on the system 2 years ago and remortgaging now, this data is no longer visible there and it is so very annoying.
Thank you1 vote -
Employment Telephone number
Can you add telephone number to work employment secion as a number of leners like to capture this
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 -
Self Emloyed income tidy up
Please could the self employed sections be updated to reflect what is required by lenders:
For sole trader the only information required is net profit.
For LTD company directors it is more complicated: We need Profit (Gross & Net), salary and dividend
the other fields just complicate and confuse the issue. It is important to add a notes section to the self employed section (why is this missing?) for those times where something else is needed.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
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