80 results found
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Consumer BTL
The fact find needs to identify if a BTL property is Business BTL or Consumer BTL otherwise the sourcing could be incorrect.
2 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.
5 votes -
Is the client vulnerable?
Why does the pop for comments appear if we click no?
3 votes -
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.
5 votes -
term
There should be a prompt/warning when your recommended mortgage term is beyond the anticipated retirement age (Smartr has the client current age, anticipated retirement age in the factfind so should recognise that a 40 year old with a retirement age of 70 but a mortgage term of 35 years recommended is term into retirement)
6 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.
9 votes -
Occupiers over 17 – there is no section for this information.
Occupiers over 17 – there is no section for this information.
8 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.
8 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
6 votes -
Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked
Dependents: There should be an option in the drop-down menu to indicate "clients confirmed no dependents." Otherwise, it appears as if the question has not been asked. This option would clearly show that you have verified they do not have any dependents. This is similar to the drop-down menu for insurance demand and needs, which includes the option "clients confirmed no active insurance policy in place."
3 votes -
Client notes in Fact Find
Free format Soft Fact Finding section for Fact Find
I have always been told that soft fact finding is as important as hard fact finding. it would be really useful to have a free format text section as part of the fact find. (This information is not readily locatable in the notes section, which would be the other obvious place to put it).
3 votes -
Dependants Drop down List - Move Son and Daughter to top
Amend order of Relationship type and move Sone and Daughter to top as the most common options
Also allow user to freetype in field which will display matched relationship types as the user types i.e. type "dau" and daughter could be selected4 votes -
Notes section
Text and font should be uniform, doesnt look professional when sending out communication to clients
2 votes -
Mortgage Payment Details
having questions about how they would like to pay for their mortgage details. Eg Proc fee added to load, Valuation fee paid on card attached in FF.
2 votes -
Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.
Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.
3 votes -
Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.
Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.
3 votes -
Council Tax
Existing Property Data such as Council Tax, Date of Purchase, Existing Mortgage Data does not pull through to 'Mortgages' meaning it has to be double keyed.
2 votes -
Add filter for document types
It would be extremely useful to be able to Drag and Rearrange documents so we can bunch up Bank Statements, Payslips etc for quick review.
3 votes -
Ability to lock protection fact find to clients post application
We need to ensure the Protection Fact Find is not able to be edited by the client(s) post insurance product application. Currently they are able to amend their information which is leading to potential compliance issues.
6 votes -
individual background properties not showing under other applicant
For clients with individual properties in the background, they do not show up when you search for one applicant only (you can only search/select one applicant).
I.E. If you search/select for one client on a joint case, you select the case (a new joint mortgage), the fact find shows as all joint inputs, however when you go into the existing property tab only properties for that applicant you searched for will show. NO existing properties show for the second applicant. they will only show if you go back in and search under the 2nd applicants name - and then app…2 votes
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