123 results found
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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…
96 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.
38 votes -
fact find commitment and expenses
commitment and expenses part in the fact find could be connected
15 votes
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