238 results found
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Customize workflow and tailor it
Ability to add individual workflows in workflow builder for each user rather than have the workflow applied to all users.
Also the ability to have an 'opt in' or out feature of the workflow for users to opt in or out when creating a case
1 vote -
Add "child" as category under Dependants
Under dependants add category for "Child" as we do not always know if son or daughter and are limited to the information we can ask for
1 vote -
Issue with entering council tax figure
Issue with Council Tax figure affecting disp[osable income
1 vote -
Add homemaker to drop down box for employment
Please can you add in HOMEMAKER as a dropdown option for partners/wives/husbands who don't work and are homemakers. The only option is unemployed at the moment is unemplooyed and this is technically not correct as a lender will decline a case where the client is unemployed. Thanks
1 vote -
Task alert
Currently there is no alert for the tasks pending and overdue. It is better to incorporate task alert rather than checking manually.
1 vote -
default remortgage date
Currently the system requires the adviser to key in the date . Can this be defaulted to the recommended product end date with the ability to edit?
1 vote -
Case List
Can you look at adding two pieces of information to the CASES list.
1. The case number relevant to that case
2. A drop down box to show the stage the case is at and to be able to move through/search stages from that screen rather than the workflow - i.e. Pre offer stage - Completion etc...1 vote -
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 -
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 -
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
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