324 results found
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For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created
For PT Cases, on the remortgage case, copy over the repayment method, term, mortgage account number and original Lender from the original mortgage case.
9 votes -
Being able to mark residential cases as regulated or non regulated.
Being able to mark residential cases as regulated or non regulated.
4 votes -
new job, make previous job an automatic drop into employment history
CHANGE SYSTEM - when new job keyed, automatically make the former drop into employment history
17 votes -
ian@ridgewayfinance.com
MULTIPLE LOAN PARTS
5 votes -
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'
6 votes -
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)
4 votes -
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
12 votes -
Email notification when a new introduction is made
When a new client is referred using the introducer system, an email notification is automatically sent to the adviser so they know immediately that a new client has been introduced and needs to be contacted as soon as possible.
This matters because speed is everything when dealing with new enquiries. The quicker an adviser makes contact, the better the client experience, the higher the conversion rate, and the stronger the relationship with the introducer.
Without an instant notification, referrals can sit unnoticed, leading to delays, lost business, and frustration for both the client and the referring partner.
By implementing automatic…
3 votes -
Reducing the loan on re-mortgage
Reducing loan - additional borrowing/further advance can be added to case however there does not appear to be the ability to input sums being reduced from the existing loan for re-mortgage where the applicants may have a sum of money they wish to use to reduce the loan. Can this be added please?
4 votes -
To add different parts to the same mortgage
When are you going to change the mortgage section so you can record different parts of the same mortgage onto one record. As you know many clients have 2,3,4 parts to their mortgage that have different loan amounts, rates, terms etc. The current system for doing this is useless.
7 votes -
Ability to control the salutation/name emails from the system get sent to
Ability to control the salutation/name emails from the system get sent to - we would like the platform to use the name listed in the 'Known as' field rather than their actual first name in the field above
4 votes -
new seller category
in the fact find it asks who the seller is. i.e local auth, normal, coal authority. can we have one for family?
1 vote -
Comment box in Self Employed section
Please can you put a comment or note box in the self employed section. There is one for the employment section but not one for the self employment section. This is required to note down any complex self employed incomes (for example foreign currency, overseas companies etc)
2 votes -
Having admin attached to a case
Having admin attached to a case , the same way a mortgage adviser is
6 votes -
Date of Ownership
Date of Ownership - this should be pre-filled into Existing Property when completed to avoid re-typing.
2 votes -
Having a texting services built in like Whatsapp for communications
Having a texting services built in like Whatsapp for communications
2 votes -
Second Charge
Add second charge loan amount to outstanding balance on Existing Properties screen
1 vote -
Improvement to the Credit Report Feature
The credit file also uploads the monthly payments and can also notify us if there is adverse credit present too?
1 vote -
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
2 votes -
tasks
can you stop tasks defaulting to "all" every time you click on tasks, and go back to "today" please.
1 vote
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