Add Future Budget Planner to Outgoings Section of the Fact-find
Include these following fields, to be filled out by the client on the Homebuyer app as part of the Outgoings section after credit commitments
New mortgage budget (Monthly mortgage budget)
New Mortgage and Life Protection (Life and Critical assurance, income protection, sickness and redundancy cover) - should be monthly budget allocation
New buildings and contents insurance budget (monthly budget for GI)
Saha Vishvanath
shared this idea
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Bipanjit Bal
commented
The reason for this is to establish their cost so Advisers can build in Mortgage Protection and GI to present same time as the Mortgage Options which should tie in with their new total budget.
This way all is taken care of before the mortgage offer and the Mortgage Protection/Gi is included upfront fully packaged. -
Bipanjit Bal
commented
The reason for this is to establish their cost so Advisers can build in Mortgage Protection and GI to present same time as the Mortgage Options which should tie in with their new total budget.
This way all is taken care of before the mortgage offer and the Mortgage Protection/Gi is included upfront fully packaged.