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15 results found

  1. Can we have an option for unenecumbered properties. At the moment, I have to add £1 into the 'existing balance' section if I am creating a case for a new mortgage.

    30 votes

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  2. Can we please have additional property details like garage space, parking space, epc rating, if ex local property, if property has deck access, if property is above or near commercial premises.

    26 votes

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  3. Need to show "Equity Release" as a drop down option under "Additional Product Type"

    12 votes

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  4. Can we have the facility to amend a policy or mortgage account number after a case had been marked as completed. Currently it has to be done by the developers.

    23 votes

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  5. Removal of the questions relating to Procuration fee on client Factfind as this is confusing and not relevant to clients

    22 votes

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  6. the majority of it. it really goes to town on resi-centric questions - pensions, investments, mortgage preferences - none of which is applicable and people lose patience with it. we need a quick, concise 10 min BTL friendly fact-find. it should ask for limited co or personal name/director, shareholders, applicants, address history, employment history, resident status, portfolio details. thats about it. 10 mins max. obviously keeping the docs section too. should be a series of questions rather than form filling.

    23 votes

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  7. 29 votes

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  8. Add property type self build to fact find

    22 votes

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  9. Product transfers show as remortgage when searching for old cases

    12 votes

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  10. 12 votes

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  11. 11 votes

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  12. LTV calculator in the Mortgage factfind

    27 votes

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  13. 14 votes

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  14. After adding practice to new mortgages the address is no longer available to see - maybe having the details similar to selling agent.

    When you key an application with lenders which are not connected to smart 365 you can not see the solicitor details when you download the factfind, even though you filled them in.

    17 votes

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  15. Remove the confusion that can happen when there's an existing mortgage, or BTL , mortgage that needs a product transfer - looks like you need to add exisitng mortgage and then new mortgage - the purchase type is mis matched.

    11 votes

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