110 results found
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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
70 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
26 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.
24 votes -
Please amend form Remortgage to correct type of case as a Product Transfer
Product transfers show as remortgage when searching for old cases
14 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.
18 votes -
Ability to Split Client/Broker Fees
sometimes there is no proc fee and advisers want to to split the broker fee also
24 votes -
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…
57 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.
14 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
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