152 results found
-
Residential Address Fact Find
When a residential mortgage completes, it now gives you the option to update the clients address to the new property, but this only updates the address on the summary page and not in the Fact Find. It would be useful if this was pulled through to the Fact Find.
8 votes -
Employer benefits within the protection section
Employer benefits within the protection section as existing policy. When using the Protection tab/section currently there is no field for adding employer benefits such as death in service or sick pay. There is a section to add this in the client fact find under income however it would be useful if this could be synchronised to a new field under existing policies in the protection section so one can have an overview of client’s total existing cover all in one place.
3 votes -
CUT OUT DOUBLE KEYING
Allow population between boxed that ask for the same information
IE Offer Expiry date
Council Tax costs
expiry date of documents such as passport and driving licence2 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.
1 vote -
TOB option under Compliance Documents
Add TOB option to Compliance documents under Document store. As we have to manually add the TOB would be great to have that option there to easily identify the document.
2 votes -
Document order
Under documents. Please can you make is under section section so that we can put the documents in alphabetical order
5 votes -
Populate employment history tab with data held in current employment if there is a notification of job change to avoid need for double keyin
INCOME
when a customer notifies of a new job, offer the option to make previous employment captured to be recorded under employment history.
Presently necessary to double key by adding the data to employment history box and remove from current
1 vote -
Residential Status
Residential Status - please add living with partner.
4 votes -
Company branding on Homebuyer app
Company branding on Homebuyer app
2 votes -
Acknowledgement document confirmation
It would be helpful to be able to download a hard copy of documents with confirmation of the date and time of the clients acknowledgement.
1 vote -
General note tab
Could a general note tab be added to the Fact Find?
1 vote -
Retirement can be Primary Employment
Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'
1 vote -
Visa questions
Visa questions should be updated with pre-settled, settled & indefinite leave to remain and expiry dates if applicable..
3 votes -
fixed term contract questions
fixed term contract questions - these ask how long, rather than when, which is not helpful as 'how long' will change each month and the Fact find will therefore be incorrect a month after it was completed.
It would be better to ask what date previous and current contract started and ended/is due to end, as those dates won't change.3 votes -
Change Mortgage info layout back to before
Not a fan of the new way the mortgages are laid out and we fill out the info (Mortgage size etc, sols). The previous layout system was much better, this new one flicks about too much between different aspects. No clear route
1 vote -
ADD Description box in Income - HOMEMAKER
ADD BOX - INCOME
Homemaker amongst options1 vote -
Current error with documents
What is going on? I've had lots of documents uploaded by customers, which I can't view or download. Is this error being investigated?
1 vote -
Search by case number
Advisers should be able to search for a case by the case reference number. This functionality is available to COR, so why not for advisers?
2 votes -
Savings/emergency fund
The customer fact find question reads 'Total amount of readily accessible savings (after deposit) for emergency fund'. On the fact find that we see it just reads 'savings', which is something completely different. Please update so we can see the question asked of the customer.
2 votes -
CUT OUT DOUBLE KEYING
CUT OUT THE NEED TO DOUBLE KEY
1 vote
- Don't see your idea?