23 results found
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Buildings and Contents Insurance
On the client portal, under Documents there is a drop down menu. The option for Home insurance shows the policy number - which does not mean anything to anyone!!! Please replace the policy number with 'Home Insurance'
2 votes -
Valuation Access Details for Remortgages
When doing a remortgage case, lenders will send out a valuer to do a survey, and we need the details of the person the lender must contact to undertake the valuation but there is nowhere this can be input on the mortgages section via the portal, or us as advisers to input into the system.
2 votes -
Prevent Case Progressing if Applicants Haven't Agreed to Company Acknowledgements
Should be able to prevent case processing if all case applicants haven't agreed to Company Acknowledgements.
This will sometimes be done without the client portal, so should be dependent on a switch similar to the example, but relating to initial document exchange.1 vote
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