152 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.
7 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 case6 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 -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
2 votes -
Current Rent in FF
Need current rent payment in FF
7 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 -
More than 2 applicants
Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.
4 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
6 votes -
SEARCH BY PROPERTY ADDRESS
Search for application using the mortgage address
8 votes -
Employer details
Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.
4 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-free4 votes -
Existing Mortgages Update with proc Fees Box
In existing mortgages, there is no option to add the proc fees recd. We are forced to put a renewal date in future. As an adviser we would like to put into the CRM everything from past to present and to future. Please update your software accordingly.
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.
2 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 :)
12 votes -
Notes
Can we add a colour bar and a bolding bar to the notes section so if we need to make something stand out we can bold or colour this
4 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
3 votes -
Search using policy reference numbers
search for a case using policy reference numbers
11 votes -
Add Box to indicate if commitments have been marked as to be cleared on completion
COMMITMENTS
Add a box to show Y or N to indicate what has been marked to be cleared upon completion and what is to remain
As it is when there are multiple commitments you have to go in and out every time and this wastes time
2 votes -
See details of outgoings and commitments by hovering over it.
Can You please add ability to see details of outgoings and credit commitments by hovering mouse over or ability to read only like in the documents section, it is going to be better than opening and saving every time.
2 votes -
EPC
In the new mortgage leads, property section, there should be a question about the EPC rating for the property as this is becoming increasingly relevant when sourcing deals.
4 votes
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