Update client address, once a purchase completes
When a client completes on their new purchase it seems very strange that we cannot update their NEW current address on the fact find. It is very important to update the clients NEW address to their current one and it seems a very backwards process for us to have to then manually update the fact find (as if we are starting from scratch again). They key has a simple prompt for us to update the clients address when we change a mortgage from Offered to COMPLETED
Mark Wilson
shared this idea
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Savannah Jackson
commented
Completed Residential mortgages are added to Existing Properties as 'Primary Home', but Address History isn't updated. Creates an additional manual step for brokers sending postal comms post-completion.
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Malcolm West
commented
This has been raised by a number of Sesame firms and is a valuable existing feature in the Key. There appear to be a number of other posts on this subject totalling over 120 votes which shows how important a feature this is to avoid manual rekeying or users forgetting to update addresses and sending documents to incorrect addresses causing custtomer detriment
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Mark Wilson
commented
really useful and really need it otherwise we are manually inputting data again and again which Smartr already holds
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The Mortgage & Insurance Shop
commented
Update fact find address on completion
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JF FS
commented
When a client completes a new purchase or FTB the contact address should update to store this address. The system updates existing properties to state its their primary home but the contact address remains as their old address. We post compliance letters out and have to remember to update this. It could prompt to ask if you want the address updating if there are concerns not all should update.