80 results found
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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.
26 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 -
Option Are you on electoral roll?
Add option to select if on Electoral Roll or not at current address in fact find
25 votes -
UNABLE TO REACH CLIENT as an option for NPW
UNABLE TO REACH CLIENT as an option for NPW
25 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.
23 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 -
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 -
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
22 votes -
Ability to Split Client/Broker Fees
sometimes there is no proc fee and advisers want to to split the broker fee also
22 votes -
Add self build to purchase type in fact find
Add property type self build to fact find
22 votes -
Fact Find - send a copy of fact find to Document store upon Completed
Could we have a copy of the fact find download into the Document store so a record of the case prior to a new case being made can be stored. Can the naming convention include the date as well?
This would help with regards to compliance when they are reviewing completed cases as they go through advisor records
21 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.
20 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 -
Deceased Option in Fact Find
Deceased button on clients- rather than having to leave a note to avoid awkward conversations with partners/ 2nd applicants
18 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 -
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 -
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.
15 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 -
Mortgage Fees being added to the loan
Adding fees to the loan
14 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
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