106 results found
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Prompt for 3 addresses in history
Fact Find should prompt you if three address history has not been captured.
32 votes -
Automatically move Employment details From Existing to History on Employment change
Add a "Current Employment" and "Yes/ No" tick box and an "End Date" in the current employment section so that when a client changes employment the previous details are automatically moved to the previous Employment section.
This means that we can save time by not having to add the details to employment history and then delete from Current history and will also avoid potential to lose the data if this is done the wrong way round.
41 votes -
property details
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.
30 votes -
Fact Find - send a copy of fact find to Document store upon Completed
Could we have a copy of the fact find download into the Document store so a record of the case prior to a new case being made can be stored. Can the naming convention include the date as well?
This would help with regards to compliance when they are reviewing completed cases as they go through advisor records
24 votes -
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
59 votes -
FACT FIND - Too much scrolling
There is too much scrolling down on the fact find and it would be better if it was just a full page that you can see every question
32 votes -
Time stamping the Fact find, inside tbh document, similar to EOR
Time stamping the Fact find, inside tbh document, similar to EOR
1 vote -
Show more information on Employment page
While I have your attention 😊
Can the employment information automatically show up, rather than having to click the icon to amend it.
Again, when completing a application it would make things easier to get the information.30 votes -
Streamline the whole thing
TOO MANY QUESTIONS THAT AREN'T MANDATORY OR RELEVANT TO MANY CLIENTS. (Adverse questions could be grouped into 2-3 questions, vulnerable client questions could be hidden from view with a couple of generic questions to begin with) Mandatory questions should be highlighted throughout.
17 votes -
Highlight mandatory fields with an * while completing / reviewing the Factfind.
Highlight mandatory fields with a * while completing / reviewing the Factfind. Allows for the quicker identification of missing information by a client or adviser.
22 votes -
40 votes
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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.
22 votes -
Contact phone number for Employer in the income section of the FF
When in the fact find for a client, within the income section, it asks for your current employment, then the address for the Employer, however there is no contact number of the Employer.
37 votes -
Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing
Just make all expenditure tabs monthly
70 votesIn testing.
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Deceased Option in Fact Find
Deceased button on clients- rather than having to leave a note to avoid awkward conversations with partners/ 2nd applicants
20 votes -
Need to show "Equity Release" as a drop down option under "Additional Product Type"
Need to show "Equity Release" as a drop down option under "Additional Product Type"
12 votes -
Amend policy numbers/ mortgage account numbers after marked completed
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.
26 votes -
Removal of the questions relating to procuration fee on client Factfind
Removal of the questions relating to Procuration fee on client Factfind as this is confusing and not relevant to clients
25 votes -
Estate Agent and Solicitor on Summary Screen
It would be useful for the solicitors and estate agent details to be added to the mortgage summary page. I currently have to scroll through the mortgage details to find this every time.
47 votes -
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…
57 votes
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