80 results found
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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 -
Summary changes
include the reference number on the summary page
Include mortgage account number
Include rate type and rate number
Include middle names13 votes -
fact find commitment and expenses
commitment and expenses part in the fact find could be connected
13 votes -
Add living with partner to Fact Find
We have had a few cases lately where out clients live with their partner but are not party to the mortgage, but you have no option to select 'LIVING WITH PARTNER' ... Could this be added please
12 votes -
Need to show "Equity Release" as a drop down option under "Additional Product Type"
Need to show "Equity Release" as a drop down option under "Additional Product Type"
12 votes -
Please amend form Remortgage to correct type of case as a Product Transfer
Product transfers show as remortgage when searching for old cases
12 votes -
Add Feudal as a Tenure option for properties in Scotland
feudal is a tenure option in Scotland
12 votes -
Valuation Fee to be added to FF
Valuation Fee
11 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 -
Income overview
Income section - quick overview of basic income, commission, bonuses etc. Rather than jumping into edit form.
11 votes -
Mortgage direct debit bank details - should be a compulsory component to the fact find.
Mortgage direct debit bank details - should be a compulsory component to the fact find.
9 votes -
Occupiers over 17 – there is no section for this information.
Occupiers over 17 – there is no section for this information.
8 votes -
Address history for last 3 years - should be a compulsory component to the fact find.
Address history for last 3 years - should be a compulsory component to the fact find.
8 votes -
Vulnerable Customer questions in Additional Fields (Sesame)
There are currently 23 questions in Additional Fields but a large number only need to be completed if relevant. Make this section reflexive and display only the 5 main questions and the remainder if relevant to the answers provided in the main questions
8 votes -
Allow advisers to update client's employment status
Being able to amend the customers employment status once the customer or us has added it in. i.e customer inputs that they are employed and fills in all the other info but they are actually a self employed director. currently you have to delete the entry and redo it as self employed.
7 votes -
Credit Commitments Lender Name
Enable freetyping of the company name linked to the commitment. It is very common for the name not be an existing Lender or Provider and it not efficient to scroll down to Other and Free type from there. It is also not evident that Other is an option and allows freetyping so may lead to incorrect names being recorded
7 votes -
term
There should be a prompt/warning when your recommended mortgage term is beyond the anticipated retirement age (Smartr has the client current age, anticipated retirement age in the factfind so should recognise that a 40 year old with a retirement age of 70 but a mortgage term of 35 years recommended is term into retirement)
6 votes -
Mothers maiden name on the fact find
having the mothers maiden name as a field in the FF to fill in as this pushed through to the lender portalh
6 votes -
Ability to lock protection fact find to clients post application
We need to ensure the Protection Fact Find is not able to be edited by the client(s) post insurance product application. Currently they are able to amend their information which is leading to potential compliance issues.
6 votes -
Fact Find Email Chasers
Can we set up automated email chasers for clients to complete the Fact Find? In my opinion, these should be sent every 24 hours until the Fact Find has been completed.
5 votes
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