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Reduced Fact find for non-regulated mortgages

Reduced Fact find for non-regulated mortgages , as we don't need all the extra info . Would be great to have them greyed out or choose what we ask the client so they aren't filling in information we don't need.

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Larissa Tait shared this idea  ·   ·  Report…  ·  Admin →

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  • Larissa Tait commented  ·   ·  Report

    As we do Unregulated mortgages , there is a lot of the Fact find we dont need clients to fill in and most of the time they do , we have to remove this. If we could lock down the FF this would remove this issue for us and save us heaps of time!