103 results found
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Add Partnership to Self Employment Type
'Partnership' be added to the 'Self Employment Type Income' as an option.
As a company we deal with Accountants quite a lot and are already receiving enquiries with Partnership Income (Not LLP).
With the tax benefits of Limited Companies being diminished with the increase of corporation tax and tax on dividends, we feel there will be more business choosing to trade this way in the future.
It would be more beneficial to key the income as a Partnership rather than a Sole Trader as it is a true reflection of how they trade and the % of partnership.
18 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 -
BTL portfolio totals
Under 'Existing Properties' it would be useful to have totals boxes/columns for property values, mortgage balances, monthly payments and rental income, for all BTL portfolio properties held
53 votes -
Ability to add more than one bank account in the banking section
Ability to add a second bank account where some lenders ask for personal bank account and the business bank account when purchasing via a limited company
14 votes -
29 votes
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Please amend form Remortgage to correct type of case as a Product Transfer
Product transfers show as remortgage when searching for old cases
14 votes -
UNABLE TO REACH CLIENT as an option for NPW
UNABLE TO REACH CLIENT as an option for NPW
28 votes -
Add self build to purchase type in fact find
Add property type self build to fact find
23 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 -
Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding
On the commitments section, so customers don't miss it, could questions be asked such as, do you have a credit card? do you have a loan? do you have care finance? If they answer yes, then the section becomes mandatory to add details?
Having a tick box for our Credit Commitments that says the client has no outstanding credit , rather than empty. As the advisors have to check they haven't forgot to fill in , where if they had a tick box saying I ahve non they don't need to ask and helps with knowing the client has told…
96 votes -
Valuation Fee to be added to FF
Valuation Fee
12 votes -
Add Feudal as a Tenure option for properties in Scotland
feudal is a tenure option in Scotland
12 votes -
Put an LTV calculator in the mortgage factfind
LTV calculator in the Mortgage factfind
31 votes -
Show solicitor practice address details
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.
19 votes -
Mortgage Fees being added to the loan
Adding fees to the loan
15 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 -
Time in Employment
When you put in the date the client started their employment, could it then please work out how long they have been there? I.e 2 yrs 3 months ...
18 votes -
Inmprove the product transfer workflow
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.
13 votes -
Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )
Self employed income / Limited income.
Please could we add either a notes section underneath or allow other text options so we can add loss figures in.
16 votes -
Pre-Filled Categories
The Fact Find should have categories already in the expenditure section so that customers when completing it online do not miss items e.g. food, gym memberships, council tax, water, gas, electricity, pet insurance etc etc. At the moment 99% of customers completing online do not fill in an accurate expenditure.
37 votes
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