123 results found
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Retired customer
When entering a client as 'Retired' the prompt is 'there is no primary employment on file for this customer' - this should be removed when you note the client is retired.
The next question is 'Start date' and 'is the client salary paid into a UK account?' There is no salary if retired.
2 votes -
Fact find - Dependents. poorly phraised english
When asking questions about dependents the english in the sentence doesn't make sense. ' what is the date of birth ' Should be what is their date of birth. Same with what is relationship to you , should be what is there relationship to you .
2 votes -
Having Childcare added to the Expentiture , as Educations seems like 5+, not nursery etc
There isn’t a specific box on the ‘Expenditure’ list to show childcare costs or nursery fees.
There is Education Fees but I would say from a client’s point of view, this more relates to school fees. The client’s never put childcare costs in on the budget planner as it’s not specific enough.
Maybe the Education Fees could have Childcare added to it as well?2 votes -
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
2 votes -
name change date
Please could you add a field for date of name change where a client has indicated that their name has changed.
2 votes -
marketing preferences
can there please be an option for no contact/no permission. At present, it's difficult to tell whether the clients have not given permission or whether someone has simply not completed the section.
2 votes -
Foreign Nationals - Permanent Rights to Reside
Currently, only some nationalities prompt the question regarding indefinite leave to remain. Please can the question be prompted for all foreign nationals?
2 votes -
2 votes
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Add temporary solicitors
A client will often choose a solicitor that we as a broker will never deal with again. Please could there be the ability to add solicitors details to the fact find without have to save their details
2 votes -
Fact Find Progress Display
On the summery screen have a dial going up to 100% to show how much of the FF has been completed/or at least had some information input.
I realise this will require all sections of the fact find to have a "yes" or "no" tick box, which would be helpful anyway. It has already been suggested for example to have "no" toggle for dependants and credit history, so the system can see that the questions have not just been missed.2 votes -
Mortgage Payment Details
having questions about how they would like to pay for their mortgage details. Eg Proc fee added to load, Valuation fee paid on card attached in FF.
2 votes -
Expenditure on Fact find is not streamlined to mirror Expenditure in sourcing so data has to be manually added for affordability check.
Mirror expenditure to sourcing data rather than adding expenditure miscellaneously. Utilities should be split into gas, electricity and water bills. Travel costs should be separate to Insurances and Fuel costs as not all people drive, but may use public transport.
Also when the fact find data is added, dont close it so you cannot see the breakdown.1 vote -
Self Employed needs a text box for extra information. Employed already has this but self employed does not.
the reason this is helpful is because this is where you can leave extra notes about being on MAT Leave or anything extra but this is not possible with self employed.
1 vote -
Client portal FF questions- when you start the FF, it says 1 out of 30, questions but as you go through the mortgage section it becomes 90Qs
When I start to fill in the FF, it says I have 1 of 30 questions to fill in, but as i go further the journey and into the mortgage, the additional preference just keeps adding all those extra questions on, so the FF seems like its not accurate in the number count of questions.
1 vote -
Expenditure- Only have one other option for spending. Currently there is Misc Good and Services, Other Expenditure& other Discretionary's
Expenditure- Only have one other option for spending. Currently there is Misc Good and Services, Other Expenditure& other Discretionary's causing more confusion . It would be better if there was only one option for other expetiture.
1 vote -
Account Details in Banking- Allow more than one account number to be saved
Account Details in Banking- Allow more than one account number to be saved
1 vote -
Being able to download a mortgage ONLY FF
Being able to download a mortgage ONLY FF , when I download a fact find for a mortgage only, the title still says mortgage and protection.
1 vote -
Move the Will and Power of attorney questions in to a separate sub-section in the applicant details section of the fact-find
Move the two Will and Power of attorney questions from the Protection fact-find in to a separate sub-section in the applicant details section of the fact-find. This is a fundamental request as part of following Consumer Duty as it is not always a case where you have a protection case but may still need to record the client's will and power of attorney on a Mortgage case
1 vote -
HMO bathrooms and kitchens
idea.. can you add a section for HMO which includes number of bathrooms and number of kitchens as this is an important factor. Thanks
1 vote -
Make Constituent country mandatory
when using lender connect with Barclays the euro message say country of residence and there is no field. Please make constituent country mandatory. Tis would resolve a lot of issues using Econveyancer and Smartr Connect
1 vote
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