3 results found

1. Product Transfer as Buyer Type

   not additional product type

   split of remortgage data to include seperate date for PT's only

   Another product transfer to do today and depsite my best efforts in telling you all I'm doing is building up a massive list of what appears to be Remortgages where I cant tell what was done and when except for the case number! When that client calls me in 5 yrs I'm gonna be picking through a list with no clear idea of when to find the last PT!

   Also for a PT or Remo you can't put in the current payment , balance and interest rate to compare with a new rate...

   This needs sorted like NOW - I'm starting to build a list of remortgage cases part of which are actually PTs - getting increasingly difficult and confusing to work out which is which on the summary. And my product spread reporting is out the window as it looks as if I'm doing all remortgages.

   Why you have to select remortgage before PT is bizarre.

   not additional product type

   split of remortgage data to include seperate date for PT's only

   Another product transfer to do today and depsite my best efforts in telling you all I'm doing is building up a massive list of what appears to be Remortgages where I cant tell what was done and when except for the case number! When that client calls me in 5 yrs I'm gonna be picking through a list with no clear idea of when to find the last PT!

   Also for a PT or Remo you can't put in the current payment , balance and… more

   54 votes

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   planned  ·  7 comments  ·  New Mortgages  ·  Delete…  ·  Admin →
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2. Multiple products on a mortgage

   We need the ability to have multiple products on a mortgage. 3 separate parts to the mortgage, I am going to Port and Raise.

   I think that on the existing mortgage account, and for the new mortgage we should be given the option to add additional mortgage parts; this means that we could then track the different product expiry dates after and during porting applications.

   We need to be able to add more than one mortgage to a single property address.

   91 votes

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   planned  ·  17 comments  ·  New Mortgages  ·  Delete…  ·  Admin →
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3. UNABLE TO REACH CLIENT as an option for NPW

   UNABLE TO REACH CLIENT as an option for NPW

   25 votes

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   planned  ·  4 comments  ·  New Mortgages  ·  Delete…  ·  Admin →
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