80 results found
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Product Transfer as Buyer Type
not additional product type
split of remortgage data to include seperate date for PT's only
Another product transfer to do today and depsite my best efforts in telling you all I'm doing is building up a massive list of what appears to be Remortgages where I cant tell what was done and when except for the case number! When that client calls me in 5 yrs I'm gonna be picking through a list with no clear idea of when to find the last PT!
Also for a PT or Remo you can't put in the current payment , balance and…
54 votes -
Valuation Fee to be added to FF
Valuation Fee
11 votes -
UNABLE TO REACH CLIENT as an option for NPW
UNABLE TO REACH CLIENT as an option for NPW
25 votes -
Add Feudal as a Tenure option for properties in Scotland
feudal is a tenure option in Scotland
12 votes -
BTL portfolio totals
Under 'Existing Properties' it would be useful to have totals boxes/columns for property values, mortgage balances, monthly payments and rental income, for all BTL portfolio properties held
49 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 -
Mortgage Fees being added to the loan
Adding fees to the loan
14 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 -
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 -
Multiple products on a mortgage
We need the ability to have multiple products on a mortgage. 3 separate parts to the mortgage, I am going to Port and Raise.
I think that on the existing mortgage account, and for the new mortgage we should be given the option to add additional mortgage parts; this means that we could then track the different product expiry dates after and during porting applications.
We need to be able to add more than one mortgage to a single property address.
91 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 -
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 -
Put an LTV calculator in the mortgage factfind
LTV calculator in the Mortgage factfind
27 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 -
Credit History- List CCJs and Defaults
Please separate out the CCJ's from Defaults so that we can enter details about both. Also it would be very useful if we could list each and every one for a client instead of having a total under just the one entry, these very often have different registered/satisfied dates etc ....this question needs some work.
23 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 -
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 -
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 -
fact find commitment and expenses
commitment and expenses part in the fact find could be connected
13 votes
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