7 results found

1. Early Repayment Charge (ERC) visibility in Existing Properties

   When recording an existing mortgage on Existing Properties and it is a remortgage you are not prompted to record the Early Repayment Charge which is important for compliance purposes.
   The question "Is this mortgage to be repaid before completion of new mortgage (select no if you are remortgaging this property)?" should be reworded to remove the text in brackets so the ERC is recorded in all scenarios

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   4 votes

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   1 comment  ·  Existing Properties  ·  Delete…  ·  Admin →
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2. individual background properties not showing under other applicant

   For clients with individual properties in the background, they do not show up when you search for one applicant only (you can only search/select one applicant).
   I.E. If you search/select for one client on a joint case, you select the case (a new joint mortgage), the fact find shows as all joint inputs, however when you go into the existing property tab only properties for that applicant you searched for will show. NO existing properties show for the second applicant. they will only show if you go back in and search under the 2nd applicants name - and then app 1's existing property details do not show.
   This is absolutely ridiculous as when your admin looks at the case or if you go back into it then you are missing properties for one of the applicants.

   The only way is to select that both applicants own these properties and add in notes but then when the remortgage comes up all the details are wrong!!!

   I understand for GDPR but this is over the top when they are buying together as they would know about previous properties or at least keep the other applicants property blank if that client logs in.
   Advisers/Admin should be able to see ALL properties in the background.

   I SUGGEST THAT ADVISERS/ADMIN CAN SEE THESE BUT THEY ARE LEFT BLANK FOR THE CLIENTS WHEN THEY LOG IN. THIS WAY GDPR IS MET.

   For clients with individual properties in the background, they do not show up when you search for one applicant only (you can only search/select one applicant).
   I.E. If you search/select for one client on a joint case, you select the case (a new joint mortgage), the fact find shows as all joint inputs, however when you go into the existing property tab only properties for that applicant you searched for will show. NO existing properties show for the second applicant. they will only show if you go back in and search under the 2nd applicants name - and then app… more

   2 votes

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   1 comment  ·  Existing Properties  ·  Delete…  ·  Admin →
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3. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

   Existing property details such as date moved in and property valuation, do not pre populated from the property address in the FF into the Existing property even when you sue the drop down menu.

   3 votes

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   0 comments  ·  Existing Properties  ·  Delete…  ·  Admin →
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4. Council Tax

   Existing Property Data such as Council Tax, Date of Purchase, Existing Mortgage Data does not pull through to 'Mortgages' meaning it has to be double keyed.

   2 votes

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   0 comments  ·  Existing Properties  ·  Delete…  ·  Admin →
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5. Add a field for property EPC Rating to the Fact Find

   Add a field for property EPC Rating so that the information is held in the system and allows for easier sourcing of green products as the information will be held within the CRM

   53 votes

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   planned  ·  5 comments  ·  Existing Properties  ·  Delete…  ·  Admin →
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6. Existing Properties Limited Company

   When selecting is this property owned by a limited company and the answer is yes it should ask for the company name so it is easily distinguished if the client has multiple existing properties.

   20 votes

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   under review  ·  0 comments  ·  Existing Properties  ·  Delete…  ·  Admin →
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7. BTL portfolio totals

   Under 'Existing Properties' it would be useful to have totals boxes/columns for property values, mortgage balances, monthly payments and rental income, for all BTL portfolio properties held

   49 votes

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   planned  ·  1 comment  ·  Existing Properties  ·  Delete…  ·  Admin →
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