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  1. 2 votes

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    1 comment  ·  Admin →
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  2. client's age/income etc is not coming up on suitability letter automatically, you can look in to this.
    We often get more than 2 applicants' you must design an option to ad up to 4 applicants as minimum.
    The Factfind notes- it helps if inword or pdf file rather a csv format.

    2 votes

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  3. In the notes Section we need a filter so we can remove the automated notes to just the notes we write. This will make easier to get rid of the auto notes which we dont need to see.

    2 votes

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  4. As most lenders now use ONS figures to pre-populate their application process would it not be a great move to pre-populate the expenditure tab. Other platforms have integrated this and it would really tally in from a compliance point of view

    4 votes

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  5. 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

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  6. Missing tokens for Suitability report -
    - the months of the term
    - the term of the product

    2 votes

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  7. The system should be updated to ensure that it pulls through the village from the post code search.

    2 votes

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  8. 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

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  9. CUT OUT THE NEED TO DOUBLE KEY

    1 vote

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  10. Excel spreadsheet for portfolio property to be print off for lender.

    1 vote

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  11. We need another field where a fee/invoice date/paid date that can be linked to a client for a flat fee that isn't linked to either a mortgage or protection sales. We offer some mortgage-related services and referrals that involve a flat fee being paid and so we need this linked to the client, without having to put a mortgage/protection case live.

    1 vote

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  12. When running reports for Home Insurance, or Protection insurance that has been written, the report doesn not confirm whether the premium is paid monthly or Annually. For any home insurance policies that are written with a monthly premium we are required to report this to the FCA when completing our Reg Data returns. This would be extremely useful for the report to pick up whether the premium is paid monthly or annually.

    3 votes

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  13. Move and Legal as Conveyancing options

    1 vote

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  14. Have Sort Refer as a conveyancing option

    1 vote

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  15. When an admin assistant sends an email, system generated or not include a footer that mentions that the email was sent by the admin on behalf of the adviser.

    E.g.
    Many thanks,
    John Smith (admin assistant) on behalf of your adviser Jane Doe

    5 votes

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  16. service charge is not deducted in financial overview neither is it clearly shown under expenditure, but this is a sizeable outgoing!

    1 vote

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  17. Select development as a product type, with sub headings for cost of works/ GDV.

    1 vote

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  18. Rolled or Retained Interest is not an option as a payment type

    1 vote

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  19. add refinance as the repayment vehicle

    1 vote

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  20. It would be great if we were able to click on the client's name in this month's remortgage opportunities and it then take us directly to the client's profile. Ideally their summary page

    1 vote

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