111 results found
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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 -
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.
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 -
Add Homemaker as a employment status
Can you please add Homemaker as employment status rather than adding them to unemployed?
7 votes -
National insurance number should be in the current employment, not future income
National insurance number should be in the current employment, not future income
7 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 -
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 -
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.
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 -
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
5 votes -
Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.
Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.
5 votes -
Edit fact find download
The downloadable fact find contains lots of sections that may be important to one firm, and irrelevant to the next. This means the document is too long. Please could the download PDF version have the options to not include sections like you have implemented for the client version of the fact find?
5 votes -
Dependants Drop down List - Move Son and Daughter to top
Amend order of Relationship type and move Sone and Daughter to top as the most common options
Also allow user to freetype in field which will display matched relationship types as the user types i.e. type "dau" and daughter could be selected5 votes -
Fact find - Gender
we can offer people a different box other than male or female. Ideally we need it to give them the choice and just have a box with previous name to signal if there has been a gender change? Ive got a meeting with compliance in a few weeks and it will come up again no doubt
5 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 .
4 votes
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