84 results found
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Prompt for 3 addresses in history
Fact Find should prompt you if three address history has not been captured.
30 votes -
property details
Can we please have additional property details like garage space, parking space, epc rating, if ex local property, if property has deck access, if property is above or near commercial premises.
29 votes -
Automatically move Employment details From Existing to History on Employment change
Add a "Current Employment" and "Yes/ No" tick box and an "End Date" in the current employment section so that when a client changes employment the previous details are automatically moved to the previous Employment section.
This means that we can save time by not having to add the details to employment history and then delete from Current history and will also avoid potential to lose the data if this is done the wrong way round.
39 votes -
Streamline the whole thing
TOO MANY QUESTIONS THAT AREN'T MANDATORY OR RELEVANT TO MANY CLIENTS. (Adverse questions could be grouped into 2-3 questions, vulnerable client questions could be hidden from view with a couple of generic questions to begin with) Mandatory questions should be highlighted throughout.
17 votes -
FACT FIND - Too much scrolling
There is too much scrolling down on the fact find and it would be better if it was just a full page that you can see every question
32 votes -
Show more information on Employment page
While I have your attention 😊
Can the employment information automatically show up, rather than having to click the icon to amend it.
Again, when completing a application it would make things easier to get the information.28 votes -
Add a field for property EPC Rating to the Fact Find
Add a field for property EPC Rating so that the information is held in the system and allows for easier sourcing of green products as the information will be held within the CRM
56 votes -
Highlight mandatory fields with an * while completing / reviewing the Factfind.
Highlight mandatory fields with a * while completing / reviewing the Factfind. Allows for the quicker identification of missing information by a client or adviser.
22 votes -
Existing Properties Limited Company
When selecting is this property owned by a limited company and the answer is yes it should ask for the company name so it is easily distinguished if the client has multiple existing properties.
20 votes -
Need to show "Equity Release" as a drop down option under "Additional Product Type"
Need to show "Equity Release" as a drop down option under "Additional Product Type"
12 votes -
40 votes
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Deceased Option in Fact Find
Deceased button on clients- rather than having to leave a note to avoid awkward conversations with partners/ 2nd applicants
20 votes -
Contact phone number for Employer in the income section of the FF
When in the fact find for a client, within the income section, it asks for your current employment, then the address for the Employer, however there is no contact number of the Employer.
36 votes -
Amend policy numbers/ mortgage account numbers after marked completed
Can we have the facility to amend a policy or mortgage account number after a case had been marked as completed. Currently it has to be done by the developers.
24 votes -
Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing
Just make all expenditure tabs monthly
68 votesIn testing.
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Removal of the questions relating to procuration fee on client Factfind
Removal of the questions relating to Procuration fee on client Factfind as this is confusing and not relevant to clients
23 votes -
Ability to add more than one bank account in the banking section
Ability to add a second bank account where some lenders ask for personal bank account and the business bank account when purchasing via a limited company
14 votes -
BTL FactFind
the majority of it. it really goes to town on resi-centric questions - pensions, investments, mortgage preferences - none of which is applicable and people lose patience with it. we need a quick, concise 10 min BTL friendly fact-find. it should ask for limited co or personal name/director, shareholders, applicants, address history, employment history, resident status, portfolio details. thats about it. 10 mins max. obviously keeping the docs section too. should be a series of questions rather than form filling.
23 votes -
Please amend form Remortgage to correct type of case as a Product Transfer
Product transfers show as remortgage when searching for old cases
13 votes -
Add Partnership to Self Employment Type
'Partnership' be added to the 'Self Employment Type Income' as an option.
As a company we deal with Accountants quite a lot and are already receiving enquiries with Partnership Income (Not LLP).
With the tax benefits of Limited Companies being diminished with the increase of corporation tax and tax on dividends, we feel there will be more business choosing to trade this way in the future.
It would be more beneficial to key the income as a Partnership rather than a Sole Trader as it is a true reflection of how they trade and the % of partnership.
17 votes
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