113 results found
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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 -
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…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 -
Vulnerable Clients
It should be an option to not have the vulnerable client fields in the Fact Find, as some clients may not deem themselves as vulnerable but as a firm following a process we have to have it on the system that they are.
1 vote -
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?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 -
Data missing from Twenty7tec
Important data is still missing when you pull info from Twenty7tec. e.g. product fee (added or not), SVR payments, Max early repayment charge amount (which also need a link to pull though to suitability letter). The proc fee is also still coming through as net even though there was an update to say this was fixed.
1 vote -
1 vote
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Time stamping the Fact find, inside tbh document, similar to EOR
Time stamping the Fact find, inside tbh document, similar to EOR
1 vote
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