103 results found
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Estate Agent and Solicitor on Summary Screen
It would be useful for the solicitors and estate agent details to be added to the mortgage summary page. I currently have to scroll through the mortgage details to find this every time.
47 votes -
Option Are you on electoral roll?
Add option to select if on Electoral Roll or not at current address in fact find
28 votes -
Add self build to purchase type in fact find
Add property type self build to fact find
23 votes -
29 votes
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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…
56 votes -
Valuation Fee to be added to FF
Valuation Fee
12 votes -
UNABLE TO REACH CLIENT as an option for NPW
UNABLE TO REACH CLIENT as an option for NPW
28 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
53 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
15 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.
13 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.
19 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.
For current/new mortgages which have multi parts with different rates and expiry dates - would like the ability to…
96 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.
16 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 ...
18 votes -
Put an LTV calculator in the mortgage factfind
LTV calculator in the Mortgage factfind
31 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.
15 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.
35 votes
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