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  1. 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

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  2. the client can not complete the homebuyer app profile,
    as there is an error requesting the property value to be between £30,000 and £10,000,000
    please amend and increase it to say 50M

    1 vote

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  3. 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-free

    5 votes

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  4. 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

    3 votes

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  5. Bigger selection box for type of the document, it will help with scrolling and missing the right document.

    1 vote

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  6. 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.

    3 votes

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  7. Damon - Testing feedback in User Voice.

    1 vote

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  8. Residential Status - please add living with partner.

    8 votes

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    1 comment  ·  Admin →
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  9. A question in the mortgage information if the loan is being reduced (on re-mortgage) that will then allow an amount to be entered and reduce the outstanding balance

    1 vote

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  10. 1 vote

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  11. EMPLOYMENT
    ADD HOMEMAKER

    1 vote

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  12. 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

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  13. 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.

    11 votes

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    started  ·  2 comments  ·  Admin →
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  14. Would be great to have some additions onto the fact find that will correlate with entries required on Openwork Concert Hub platform and some lender applications:

    For previous name, date of change and method eg. marriage/divorce/deed poll.

    Smoking questions: Smoker/Non-smoker/Ex-Smoker and date given up. Required on protection apps too as well as Concert Hub.

    Employment: Shares in business - applies to employed and self-employed. Typically if shares exceed 20% (depends on lender) lenders treat the applicant as self-employed regardless of actual status.

    2 votes

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  15. 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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  16. 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

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  17. For example, to refer a protection case for an existing mortgage client, you first need to access the mortgage case, add a new protection policy, navigate back to the cases screen, identify the correct new product from the list, then click the three dots and refer.

    It would be much easier if you could simply add the new policy, access it, and click a refer button within the case summary screen to refer it to another adviser.

    1 vote

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  18. 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

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  19. Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'

    2 votes

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  20. 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 licence

    3 votes

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