324 results found
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Property Portfolio
On the Property portfolio screen, can you show property value, mortgage balance, monthly mortgage payments and rental income without having to go into each individual property. Also, if you can summarise the total value of the properties, total value of mortgage balances this would be extremely helpful when keying BTL mortgage applications.
3 votes -
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
4 votes -
More detail for pension income
When I log pension income under other monthly income it doesn’t give me the option to add the type of pension income e.g. Aviva private, state ect. This would be a useful feature as when we stack different pensions in the other monthly income tab we have no way to decipher between different pension payments.
2 votes -
Job Title for ltd co is greyed out
Cannot input Ltd Co job title in employment section
1 vote -
marketing preferences to be mandatory first step (similar to document acknowledgements)
I would be helpful to have the option to make marketing preferences to be amandatory first step when a client first access's HomeBuyer (similar to document acknowledgements)
1 vote -
Ability to set contact time/date for Uinsure referrals
Ability to set contact time/date for Uinsure referrals so that we as the adviser have control over when our client gets contacted by them
1 vote -
Broker Fee added to dashboard
Can you please include Broker Fee's in your "mortgages written" and "mortgages completed" figures on the dashboard - You have the field for broker fees, but they are effectively meaningless as they are not reported anywhere.
2 votes -
Remortgage reports missing key information (mortgage account numbers, joint applicant details)
Please update Remortgage report exports to include columns for the Mortgage Account Number and Joint Applicant details.
Currently, these fields are missing from the standard reports. This makes it difficult to reconcile lender statements or identify full borrower details without opening every individual case manually, which is very time-consuming.
1 vote -
Current employment to employment history without having to re-enter details
is it possible for the current employment to be transferred automatically when we enter a new occupation without having to re-enter the employment in employment history tab
1 vote -
Experian- Allow only some users to have access to experian , not all users on the platform
Experian- Allow only some users to have access to experian , not all users on the platform
1 vote -
List the occupation as a field in the preview screen of the current employment section in the fact find under Income
List the occupation as a separate field in the preview screen of the current employment section in the fact find under Income, instead of having to always click into the entries to find out what the occupation is
1 vote -
Property Portfolio
On the existing properties page, I would like to see a summary of the portfolio without having to click into each property individually. When submitting any case where the applicants own more than 1 property we are required to provide details of the portfolio i.e mortgage balances outstanding, value of the properties, mortgage liabilities and rental income. So being able to see all of those figures, and a total at the bottom of the screen would significantly increase the time it takes me to submit cases.
6 votes -
Add telephone number to support pages
Can you add contact number for faults on the customer support screen please
2 votes -
Only send renewal emails on cases that are at remortgage status.
Only send renewal emails on cases that are at remortgage status. We do have remortgage cases where the clients contact us prior to the renewal email going out. If we then change the status of the case from remortgage to something else,this indicates that we are already dealing. The system should look at the case status, as well as the remortgage contact date.
3 votes -
2 votes
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Additional Case stage
Have a stage between Decision in Principle and Pre-offer processing once a case has been keyed but perhaps not sent over for administrative processin
1 vote -
Extracting Data For Marketing Purposes
Data Extraction for Marketing.
The CRM holds substantial data and I would like to know whether other users might like to be able to generate reports with variable parameters for marketing campaigns. For example whether creating a search for clients with the profile: self-employed, age "xx-yy" with dependents with or without life assurance or critical illness or clients with mortgages but without life assurance/critical illness. Ideally, the data retrieved could be uploaded into a marketing software such as Mailchimp.1 vote -
Multi household for income and expenditure
I would love to see the option to add multi household income and expenses, we have done a couple of JBSP or first mortgages with a guarantor which needs to show income and expenses of 2 households. If we had an option to use the same expenditure sheet but as a multi household this would be easier than adding everything into one. The two households may have very different spending habits and this could help the lenders assess this too.
1 vote -
Having the middle name shown all through the fact find, just incase we have a client who has the same name between clients
like Mohammed Jones , could be the son and father, but we cannot see the different on the fact find as it only shows first and last name.
1 vote -
Experian Credit report- being able to select which parts of the credit report go into the fact find.
Experian Credit report- being able to select which parts of the credit report go into the fact find.
1 vote
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