26 results found
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Fact find - Gender
we can offer people a different box other than male or female. Ideally we need it to give them the choice and just have a box with previous name to signal if there has been a gender change? Ive got a meeting with compliance in a few weeks and it will come up again no doubt
5 votes -
Display dependent age not years still dependent
Show age for dependents rather than number of years 'still dependent'. There is no logic for the latter when lenders only ask the former. This section is confusing at first glance when trying to submit an application
47 votes -
Prompt for 3 addresses in history
Fact Find should prompt you if three address history has not been captured.
32 votes -
Option Are you on electoral roll?
Add option to select if on Electoral Roll or not at current address in fact find
28 votes -
Length of Residency
A section for those who were not born in the UK to put the date they moved to the UK/length of residency.
26 votes -
Optional Email Addresses for clients
In some cases, clients share email addresses, but joint applications require a unique email per person. This means it requires another irrelevant email, or a fake one.
It is understandable that it is needed for the client portal, but in this instance one email should be enough.
35 votes
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