79 results found
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Option Are you on electoral roll?
Add option to select if on Electoral Roll or not at current address in fact find
25 votes -
Add self build to purchase type in fact find
Add property type self build to fact find
22 votes -
UNABLE TO REACH CLIENT as an option for NPW
UNABLE TO REACH CLIENT as an option for NPW
25 votes -
Please amend form Remortgage to correct type of case as a Product Transfer
Product transfers show as remortgage when searching for old cases
12 votes -
Length of Residency
A section for those who were not born in the UK to put the date they moved to the UK/length of residency.
26 votes -
Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding
On the commitments section, so customers don't miss it, could questions be asked such as, do you have a credit card? do you have a loan? do you have care finance? If they answer yes, then the section becomes mandatory to add details?
Having a tick box for our Credit Commitments that says the client has no outstanding credit , rather than empty. As the advisors have to check they haven't forgot to fill in , where if they had a tick box saying I ahve non they don't need to ask and helps with knowing the client has told…
93 votes -
Add Feudal as a Tenure option for properties in Scotland
feudal is a tenure option in Scotland
12 votes -
Valuation Fee to be added to FF
Valuation Fee
11 votes -
Put an LTV calculator in the mortgage factfind
LTV calculator in the Mortgage factfind
27 votes -
Mortgage Fees being added to the loan
Adding fees to the loan
14 votes -
Show solicitor practice address details
After adding practice to new mortgages the address is no longer available to see - maybe having the details similar to selling agent.
When you key an application with lenders which are not connected to smart 365 you can not see the solicitor details when you download the factfind, even though you filled them in.
17 votes -
Optional Email Addresses for clients
In some cases, clients share email addresses, but joint applications require a unique email per person. This means it requires another irrelevant email, or a fake one.
It is understandable that it is needed for the client portal, but in this instance one email should be enough.
34 votes -
Pre-Filled Categories
The Fact Find should have categories already in the expenditure section so that customers when completing it online do not miss items e.g. food, gym memberships, council tax, water, gas, electricity, pet insurance etc etc. At the moment 99% of customers completing online do not fill in an accurate expenditure.
35 votes -
Inmprove the product transfer workflow
Remove the confusion that can happen when there's an existing mortgage, or BTL , mortgage that needs a product transfer - looks like you need to add exisitng mortgage and then new mortgage - the purchase type is mis matched.
11 votes -
Time in Employment
When you put in the date the client started their employment, could it then please work out how long they have been there? I.e 2 yrs 3 months ...
14 votes -
Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )
Self employed income / Limited income.
Please could we add either a notes section underneath or allow other text options so we can add loss figures in.
13 votes -
Summary changes
include the reference number on the summary page
Include mortgage account number
Include rate type and rate number
Include middle names13 votes -
Income overview
Income section - quick overview of basic income, commission, bonuses etc. Rather than jumping into edit form.
11 votes -
fact find commitment and expenses
commitment and expenses part in the fact find could be connected
13 votes
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