110 results found
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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.
1 vote -
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.
2 votes -
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.
1 vote -
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.
1 vote -
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 -
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.
2 votes -
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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2 votes -
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 -
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 -
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 -
Add Homemaker as a employment status
Can you please add Homemaker as employment status rather than adding them to unemployed?
7 votes -
Make Constituent country mandatory
when using lender connect with Barclays the euro message say country of residence and there is no field. Please make constituent country mandatory. Tis would resolve a lot of issues using Econveyancer and Smartr Connect
1 vote -
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 -
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 -
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
2 votes -
Add 2nd client to existing properties
Where a client adds their existing property themselves, there doesn't seem to be an option (for them or me) to make it a joint property. Please could this be rectified.
3 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 -
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 -
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 -
Budget planner updates required
The current budget planner is not comprehensive enough to gain an accurate picture of a clients spending. This forces us to group various expenditures leading to confusion when transposing to affordability platforms and applications.
As an example, could this not mirror the commitment options within Affordability Brain?
Council Tax
Utilities
Food & Drink
Mobile/Telephone/Internet/TV
Car Fuel & Maintenance
Public Transport
Ground Rent
Service Charges
Child Care
School / University Fees
Maintenance
Clothing
Insurance, Pensions & Investments
Medical
Pets
Other4 votes
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