167 results found
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Ability to change the Pre-Set Remortgage Contact Dates
Introduce the ability for advisors to customise the pre-set remortgage contact dates. This feature would allow advisors to set a preferred timeframe for all remortgage contact dates relative to the remortgage date.
By enabling this customisation, aim is to reduce the need for manual adjustments, currently set to 6 months, streamlining the process for advisors.
8 votes -
Porting Mortgage Case
Mortgage Porting Case
The ability on a mortgage case to have the details of the rate being ported and balance etc showing in addition to the new top up rate all under one case10 votes -
mortgage term should reduce
Mortgage term to reduce on mortgages. The term currently remains static, so when you key the term it never changes. Could the term be automatically reduced so that in 2 years time the term remaining has reduced by 2 years? Thanks
8 votes -
More than 2 applicants
Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.
7 votes -
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date
3 votes -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
3 votes -
Current Rent in FF
Need current rent payment in FF
8 votes -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
2 votes -
Gross/Net Proc Fees
You must have two coloumns in the proc fees. Gross as per the offer, Retention by the Club and the Net Recd. In this way at the end of the year we can see how much retention we have paid to the club/s as many clubs share 50% of the retention at the end of the year.
3 votes -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
2 votes -
General note tab
Could a general note tab be added to the Fact Find?
3 votes -
Add Completion Date to Case List Client account
Would it be possible to add the Completion date to the list of categories shown in the case list/drop down bar at the top of the Case summary screen. This would be helpful when you have clients with multiple cases live and historic. It would make it a lot clearer.
3 votes -
Sub accounts
Ability to add sub accounts to a mortgage as some mortgages now have a number of sub accounts on diffrent rates and rate types
7 votes -
Employer details
Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.
5 votes -
Allow solicitor details to be editable by super users
Allow all fields within Solicitors section to be fully editable by firm superusers to allow changes to be made such as correcting mistakes, or when solicitors move from one firm to another, change their names, numbers, office locations, email addresses etc. Currently far too restrictive and lacks ability to deal with real-life requirements
15 votes -
Remortgage an unencumbered property
Hi,
Currently we are doing a remortgage on a mortgage-free property to raise equity for home improvement. Your system is not designed to highlight this properly in the mortgage section and asking for the current outstanding loan amount in order to submit an ENBS. When I put £0 the ENBS comes back with an error. When I put £1 the ENBS goes through and it is working.
It is just annoying why do I have to put £1 when the clients property is mortgage-free5 votes -
SEARCH BY PROPERTY ADDRESS
Search for application using the mortgage address
9 votes -
Search via lender ref, mortgage a/c no and address
Hello,
I think it would be a good idea to be able to case search via lender ref, mortgage a/c no and address. We get updates from lenders and solicitors in various different ways including this and it would help find the case quicker and more efficiently.
When looking for cases when the commission has not been able to be released it would be much easier to search for the correct case to match it with this way too.
Thanks :)
13 votes -
solicitor details
i updated the solicitor address a few days ago on 365. today i was doing an app. i needed to enter the solicitors address. 365 shows the name and not the address. so there was no point in updating the system a few days ago. so it would be useful that i can see the solictors address on the system.
2 votes -
Full notes
The introducers are wanting to see the full journey of notes not just the last note so they can see where the client is at and if they need to get involved with anything
1 vote
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