For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be
For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has been chosen as 'port and top up'
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Peter Bradnick
commented
We should be able to record all loans secured against the same property in a single place, including their balances, interest rates, product types, and product end dates.
Storing this information in free‑text notes is not sufficient, particularly as many customers have more than one mortgage on the same property.
Without the ability to capture these details correctly and consistently, the purpose of having a ‘port and top‑up’ option is undermined, as the related loan information cannot be accurately recorded or referenced together.