fact find commitment and expenses
commitment and expenses part in the fact find could be connected
13
votes
Katarina Hambalkova
shared this idea
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Justin Moy
commented
I find clients complete the expenses box for credit commitments, rather than the individual Commitments information on the Fact Find - the latter should feed into the former automatically, not left for free format.
Many times Have had to go back and get this information from clients, who tell me they have entered it!