110 results found
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Edit fact find download
The downloadable fact find contains lots of sections that may be important to one firm, and irrelevant to the next. This means the document is too long. Please could the download PDF version have the options to not include sections like you have implemented for the client version of the fact find?
5 votes -
Expenditure to be more broken down more details ( same as lenders)
Expenditure to be more broken down more details (same as lenders) and should also cover things like if i have added in a existing life cover this should push into the expenditure as they have said i have this policy and am paying a premium on this. Same with if I have 3 BTL properties i get the choice to add this into my clients expenditure and this also doesn't show on the figure only in the key and net amount.
3 votes -
name change date
Please could you add a field for date of name change where a client has indicated that their name has changed.
2 votes -
Mortgage direct debit bank details - should be a compulsory component to the fact find.
Mortgage direct debit bank details - should be a compulsory component to the fact find.
13 votes -
marketing preferences
can there please be an option for no contact/no permission. At present, it's difficult to tell whether the clients have not given permission or whether someone has simply not completed the section.
2 votes -
Ability to search the notes section
It would be extremely useful to search the notes by word/combination of words and also to be able to jump from top to bottom or to jump to a certain date.
4 votes -
Address history for last 3 years - should be a compulsory component to the fact find.
Address history for last 3 years - should be a compulsory component to the fact find.
15 votes -
Foreign Nationals - Permanent Rights to Reside
Currently, only some nationalities prompt the question regarding indefinite leave to remain. Please can the question be prompted for all foreign nationals?
2 votes -
Buyer type needs to be identified for each applicant
The system only has one buyer type per case, whereas a FTB might be buying a property jointly with someone who is not a FTB. Lenders ask the question for each applicant.
Also, a purchase assumes that the applicants have an existing mortgage. That is not always the case and this causes wrong information to be provided to lenders. This has resulted in me having to re-key an application.3 votes -
2 votes
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Date of birth and age of dependants
Can we please add the full date of birth and the age of the dependants to the dependants screen? We can see how long they will be dependants but not their age.
10 votes -
Occupiers over 17 – there is no section for this information.
Occupiers over 17 – there is no section for this information.
14 votes -
Data missing from Twenty7tec
Important data is still missing when you pull info from Twenty7tec. e.g. product fee (added or not), SVR payments, Max early repayment charge amount (which also need a link to pull though to suitability letter). The proc fee is also still coming through as net even though there was an update to say this was fixed.
1 vote -
Disposable Income Monthly
Why are student loans keyed on the credit commitments section dedicated from the net pay in the Disposable Income Monthly income? These are already reflected in the net pay. Its important to have this section and I quite like it as part of the commitmentss as this is where most lends ask for it but please could it be disconected from the disposable income?
While your at it, there are 3 different sections for student loans on the Fact find. Please could these be either cleaned up on connected so you are not keying the same information utiple times (the…
6 votes -
Mothers maiden name on the fact find
having the mothers maiden name as a field in the FF to fill in as this pushed through to the lender portalh
12 votes -
Add temporary solicitors
A client will often choose a solicitor that we as a broker will never deal with again. Please could there be the ability to add solicitors details to the fact find without have to save their details
2 votes -
Consumer BTL
The fact find needs to identify if a BTL property is Business BTL or Consumer BTL otherwise the sourcing could be incorrect.
6 votes -
Fact Find Email Chasers
Can we set up automated email chasers for clients to complete the Fact Find? In my opinion, these should be sent every 24 hours until the Fact Find has been completed.
7 votes -
Is the client vulnerable?
Why does the pop for comments appear if we click no?
6 votes -
1 vote
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