Settings and activity

19 results found

1. Estate Agent and Solicitor on Summary Screen

   46 votes

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   planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

2. Multiple products on a mortgage

   91 votes

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   planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

3. Option Are you on electoral roll?

   25 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

4. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

5. BTL portfolio totals

   49 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

6. Add self build to purchase type in fact find

   22 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

7. Choose FactFind sections to show in Client Portal

   126 votes

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   planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Trevor Barnett commented  ·  Jun 22, 2021  ·  Edit…  ·  Delete…

   Asking the client to complete the full fact find (or even part of) prior to 'first meeting' is not only quite intimidating, but must also be worrying - would you share all your personal with someone you don't know?

   However, asking 'essential' information upfront is relevant in order for accuracy is totally relevant.
   Having this essential information will help the adviser establish quickly whether you 'can do' business with the client and also whether you 'want to' do business with the client.

   Essential information:
   * Anticipated purchase price / deposit
   * Monthly budget
   * Occupation / employer / how long in job / income breakdown
   * Any other income source
   * Current credit commitments
   * Any bad credit

   Save Submitting...
   Trevor Barnett supported this idea  ·  Jun 22, 2021

8. Put an LTV calculator in the mortgage factfind

   27 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

9. Automated tasks

   40 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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10. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

11. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

12. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

13. Ability to choose whether emails come from Adviser on the case or the person sending the email

    19 votes

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    started  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

14. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

15. Ability to see how long a case has been at a particular stage

    12 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

16. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

17. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

18. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  May 27, 2021

19. Dashboard figures to show current month and not last 31 days

    21 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  May 27, 2021