116 results found
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Having a button on the Fact Find where he client can press no British passport, or no driving license
Having a button on the Fact Find where he client can press no British passport, or no driving license. As if they leave it blank we don't know why , if they don't have on or if they just didn't fill it in.
2 votes -
Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information.
Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information, this way the client does not need to wait for the adviser to add on the second applicant to fill in their fact find information.
3 votes -
Self employed sole trader
A sole trader often doesn't use an accountant and self assesses. In these cases there is no option other than to ender an accountant. Would be helpful if there is a box to tick for self assessment that then doesn't need accountants info completed.
2 votes -
Being able to search by 'known name' in the Fact find
Being able to search by 'known name' in the Fact find
1 vote -
Factfind needs to be streamlined. Can we have the ability to turn off more questions in the factfind to make it easier for the client
There seems to be far too many questions within the factfind that lenders simply do not require such as passport and driving licence details. If these details were ever required this would had to be verified by the adviser anyway.
I have had feedback from a number of clients stating how exhausting filling out the factfind is. I have just gone through this myself after only sending the important parts of the fact find and I agree.
Some parts of the customers fact find are also too adviser focused and uses language that a customer would be unlikely to understand.
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3 votes -
Account Details in Banking- Allow more than one account number to be saved
Account Details in Banking- Allow more than one account number to be saved
1 vote -
Vulnerable Clients
It should be an option to not have the vulnerable client fields in the Fact Find, as some clients may not deem themselves as vulnerable but as a firm following a process we have to have it on the system that they are.
2 votes -
Using AI to pre populate Passport numbers and play slip info into Fact find.
Using AI to pre populate Passport numbers and play slip info into Fact find.
2 votes -
Add Homemaker as a employment status
Can you please add Homemaker as employment status rather than adding them to unemployed?
7 votes -
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this information
SolutionBuilder to help deliver even greater accuracy and clarity at quote stage.
You can now capture clients’ smoking history and - where providers support it - have this information passed directly into their quote calculations. This update helps deliver more precise premiums, improved transparency, and fewer surprises later in the journey.
What’s new:
• Record whether a client has ever smoked, plus the month/year they last smoked
• When a provider considers smoking history, a Smoking History…1 vote -
Being able to download a mortgage ONLY FF
Being able to download a mortgage ONLY FF , when I download a fact find for a mortgage only, the title still says mortgage and protection.
1 vote -
Settlement status be added to the Fact Find- personal details- visa option
an settlement status be added to the Fact Find? Currently it gives the option to select visa, but the adviser then has to go back to the client to ask their settlement status. E.g. if client selects anything other than British Citizen, a required field comes up for them to select settlement status.
3 votes -
National insurance number should be in the current employment, not future income
National insurance number should be in the current employment, not future income
7 votes -
Move the Will and Power of attorney questions in to a separate sub-section in the applicant details section of the fact-find
Move the two Will and Power of attorney questions from the Protection fact-find in to a separate sub-section in the applicant details section of the fact-find. This is a fundamental request as part of following Consumer Duty as it is not always a case where you have a protection case but may still need to record the client's will and power of attorney on a Mortgage case
1 vote -
self employed income
Ability to move self employed income down. When an existing client updates us with their latest years figures you have to rekey all years, should have the ability to add latest years or move figures down
5 votes -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
3 votes -
Credit commitments to be time stamped
Credit commitments fact find to be time stamped.
Example –
John Bloggs came into the office in March 2023 but has come back in March 2025 the credit commitments on fact find are from 2023 but the broker in the appointment will not know if they are from 2023 or up to date credit commitments .9 votes -
Vulnerable question should be in fact find rather than in the mortgages section .
Vulnerable question should be in fact find rather than in the mortgages section .
4 votes -
Having Childcare added to the Expentiture , as Educations seems like 5+, not nursery etc
There isn’t a specific box on the ‘Expenditure’ list to show childcare costs or nursery fees.
There is Education Fees but I would say from a client’s point of view, this more relates to school fees. The client’s never put childcare costs in on the budget planner as it’s not specific enough.
Maybe the Education Fees could have Childcare added to it as well?1 vote -
HMO bathrooms and kitchens
idea.. can you add a section for HMO which includes number of bathrooms and number of kitchens as this is an important factor. Thanks
1 vote
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