123 results found
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Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.
Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.
9 votes -
Council Tax
Existing Property Data such as Council Tax, Date of Purchase, Existing Mortgage Data does not pull through to 'Mortgages' meaning it has to be double keyed.
9 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
9 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
9 votes -
Add Homemaker as a employment status
Can you please add Homemaker as employment status rather than adding them to unemployed?
8 votes -
Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF
Existing property details such as date moved in and property valuation, do not pre populated from the property address in the FF into the Existing property even when you sue the drop down menu.
8 votes -
Early Repayment Charge (ERC) visibility in Existing Properties
When recording an existing mortgage on Existing Properties and it is a remortgage you are not prompted to record the Early Repayment Charge which is important for compliance purposes.
The question "Is this mortgage to be repaid before completion of new mortgage (select no if you are remortgaging this property)?" should be reworded to remove the text in brackets so the ERC is recorded in all scenarios8 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.
7 votes -
Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.
Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.
7 votes -
Add filter for document types
It would be extremely useful to be able to Drag and Rearrange documents so we can bunch up Bank Statements, Payslips etc for quick review.
7 votes -
Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information.
Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information, this way the client does not need to wait for the adviser to add on the second applicant to fill in their fact find information.
6 votes -
self employed income
Ability to move self employed income down. When an existing client updates us with their latest years figures you have to rekey all years, should have the ability to add latest years or move figures down
6 votes -
Vulnerable question should be in fact find rather than in the mortgages section .
Vulnerable question should be in fact find rather than in the mortgages section .
6 votes -
Disposable Income Monthly
Why are student loans keyed on the credit commitments section dedicated from the net pay in the Disposable Income Monthly income? These are already reflected in the net pay. Its important to have this section and I quite like it as part of the commitmentss as this is where most lends ask for it but please could it be disconected from the disposable income?
While your at it, there are 3 different sections for student loans on the Fact find. Please could these be either cleaned up on connected so you are not keying the same information utiple times (the…
6 votes -
Consumer BTL
The fact find needs to identify if a BTL property is Business BTL or Consumer BTL otherwise the sourcing could be incorrect.
6 votes -
Is the client vulnerable?
Why does the pop for comments appear if we click no?
6 votes -
individual background properties not showing under other applicant
For clients with individual properties in the background, they do not show up when you search for one applicant only (you can only search/select one applicant).
I.E. If you search/select for one client on a joint case, you select the case (a new joint mortgage), the fact find shows as all joint inputs, however when you go into the existing property tab only properties for that applicant you searched for will show. NO existing properties show for the second applicant. they will only show if you go back in and search under the 2nd applicants name - and then app…6 votes -
Having a button on the Fact Find where he client can press no British passport, or no driving license
Having a button on the Fact Find where he client can press no British passport, or no driving license. As if they leave it blank we don't know why , if they don't have on or if they just didn't fill it in.
5 votes -
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this information
SolutionBuilder to help deliver even greater accuracy and clarity at quote stage.
You can now capture clients’ smoking history and - where providers support it - have this information passed directly into their quote calculations. This update helps deliver more precise premiums, improved transparency, and fewer surprises later in the journey.
What’s new:
• Record whether a client has ever smoked, plus the month/year they last smoked
• When a provider considers smoking history, a Smoking History…5 votes -
Self employed sole trader
A sole trader often doesn't use an accountant and self assesses. In these cases there is no option other than to ender an accountant. Would be helpful if there is a box to tick for self assessment that then doesn't need accountants info completed.
5 votes
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