122 results found
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Having a button on the Fact Find where he client can press no British passport, or no driving license
Having a button on the Fact Find where he client can press no British passport, or no driving license. As if they leave it blank we don't know why , if they don't have on or if they just didn't fill it in.
3 votes -
FF- letting the clients know they can leave areas blank if they dont know. As some clients think they cannot carry on through the questions.
FF- letting the clients know they can leave areas blank if they dont know the questions and carry on with the rest of the questions.
2 votes -
Fact find - Dependents. poorly phraised english
When asking questions about dependents the english in the sentence doesn't make sense. ' what is the date of birth ' Should be what is their date of birth. Same with what is relationship to you , should be what is there relationship to you .
2 votes -
Self employed sole trader
A sole trader often doesn't use an accountant and self assesses. In these cases there is no option other than to ender an accountant. Would be helpful if there is a box to tick for self assessment that then doesn't need accountants info completed.
4 votes -
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this information
SolutionBuilder to help deliver even greater accuracy and clarity at quote stage.
You can now capture clients’ smoking history and - where providers support it - have this information passed directly into their quote calculations. This update helps deliver more precise premiums, improved transparency, and fewer surprises later in the journey.
What’s new:
• Record whether a client has ever smoked, plus the month/year they last smoked
• When a provider considers smoking history, a Smoking History…3 votes -
Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information.
Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information, this way the client does not need to wait for the adviser to add on the second applicant to fill in their fact find information.
4 votes -
Being able to search by 'known name' in the Fact find
Being able to search by 'known name' in the Fact find
2 votes -
Expenditure on Fact find is not streamlined to mirror Expenditure in sourcing so data has to be manually added for affordability check.
Mirror expenditure to sourcing data rather than adding expenditure miscellaneously. Utilities should be split into gas, electricity and water bills. Travel costs should be separate to Insurances and Fuel costs as not all people drive, but may use public transport.
Also when the fact find data is added, dont close it so you cannot see the breakdown.1 vote -
Vulnerable Clients
It should be an option to not have the vulnerable client fields in the Fact Find, as some clients may not deem themselves as vulnerable but as a firm following a process we have to have it on the system that they are.
3 votes -
Using AI to pre populate Passport numbers and play slip info into Fact find.
Using AI to pre populate Passport numbers and play slip info into Fact find.
3 votes -
Self Employed needs a text box for extra information. Employed already has this but self employed does not.
the reason this is helpful is because this is where you can leave extra notes about being on MAT Leave or anything extra but this is not possible with self employed.
1 vote -
Client portal FF questions- when you start the FF, it says 1 out of 30, questions but as you go through the mortgage section it becomes 90Qs
When I start to fill in the FF, it says I have 1 of 30 questions to fill in, but as i go further the journey and into the mortgage, the additional preference just keeps adding all those extra questions on, so the FF seems like its not accurate in the number count of questions.
1 vote -
Expenditure- Only have one other option for spending. Currently there is Misc Good and Services, Other Expenditure& other Discretionary's
Expenditure- Only have one other option for spending. Currently there is Misc Good and Services, Other Expenditure& other Discretionary's causing more confusion . It would be better if there was only one option for other expetiture.
1 vote -
Factfind needs to be streamlined. Can we have the ability to turn off more questions in the factfind to make it easier for the client
There seems to be far too many questions within the factfind that lenders simply do not require such as passport and driving licence details. If these details were ever required this would had to be verified by the adviser anyway.
I have had feedback from a number of clients stating how exhausting filling out the factfind is. I have just gone through this myself after only sending the important parts of the fact find and I agree.
Some parts of the customers fact find are also too adviser focused and uses language that a customer would be unlikely to understand.
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4 votes -
National insurance number should be in the current employment, not future income
National insurance number should be in the current employment, not future income
9 votes -
Account Details in Banking- Allow more than one account number to be saved
Account Details in Banking- Allow more than one account number to be saved
1 vote -
Add Homemaker as a employment status
Can you please add Homemaker as employment status rather than adding them to unemployed?
8 votes -
Being able to download a mortgage ONLY FF
Being able to download a mortgage ONLY FF , when I download a fact find for a mortgage only, the title still says mortgage and protection.
1 vote -
Settlement status be added to the Fact Find- personal details- visa option
an settlement status be added to the Fact Find? Currently it gives the option to select visa, but the adviser then has to go back to the client to ask their settlement status. E.g. if client selects anything other than British Citizen, a required field comes up for them to select settlement status.
3 votes -
self employed income
Ability to move self employed income down. When an existing client updates us with their latest years figures you have to rekey all years, should have the ability to add latest years or move figures down
6 votes
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