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  1. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  Admin →
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    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

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    Andy Gibson commented  · 

    Why can't an extra tab be added to this section after Income / expenditure has been input, this then pulls through income minus expenditure to give a monthly surplus for the client and then allows new mortgage payments to be added in to prove affordability and ensure in line with clients budget

    Andy Gibson supported this idea  · 

  2. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    67 votes

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    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Andy Gibson shared this idea  ·