replicate The Key's report generator
i suggest looking at The Key and how the suitability report generator report works and replicate it, anything is better than this.
You need more tokens that are for mortgages - which includes the simple things like adding fees, deposits, loan parts and if protection advice was taken/declined.
I actually do not use this as it is not fit for purpose and use my own template..
4
votes
Ian Lombardo
shared this idea