Estate Agent and Solicitor on Summary Screen
It would be useful for the solicitors and estate agent details to be added to the mortgage summary page. I currently have to scroll through the mortgage details to find this every time.
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Kieren George commented
currently, if you want to see the solicitors details (normally when you are compelting an applicaiton) you have to go to setting to see the solcicotrs address/ phone number etc. Please could this be moved to the accual client fact find.
Its not uncommon for a client to use a solicitor you have never heard of and will never use again. Therefore the settings page will get full of solicicotr you have only used once or twice.
Please remove the requirment to provide a solicitors email - its ok to have it there as an option but I woulnt always get it from the client. -
Admin Team commented
Once solicitors details have been added to mortgage then it would be useful if the name, telephone number and email address at least would show on the summary rather than having to go through the mortgage edit screen to find them. If you have more than one admin person who has to contact solicitors regularly this would save an awful lot of time as they can copy and paste the email and know who they were addressing.