Settings and activity

72 results found

1. property details

   30 votes

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   under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 14, 2025

2. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

   8 votes

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   1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Andy Jenkins commented  ·  Feb 14, 2025  ·  Edit…  ·  Delete…

   No, thats isnt true at all. 3 yrs employment history is not required on most applications that I'm aware of.

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3. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 14, 2025

4. Is the client vulnerable?

   • 

   5 votes

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   1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 14, 2025
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   Andy Jenkins commented  ·  Nov 22, 2024  ·  Edit…  ·  Delete…

   Agree. I currently type N/A but it’s a bit annoying. Thanks

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5. Edit fact find download

   4 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 14, 2025

6. Mortgage direct debit bank details - should be a compulsory component to the fact find.

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   under review  ·  4 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andy Jenkins commented  ·  Jan 15, 2025  ·  Edit…  ·  Delete…

   Also, in this section you could add the preferred payment date. Thank you

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   Andy Jenkins supported this idea  ·  Nov 22, 2024

7. Address history for last 3 years - should be a compulsory component to the fact find.

   14 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jan 15, 2025

8. Client status email notifications

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   1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins shared this idea  ·  Dec 17, 2024

9. Add Box to indicate if commitments have been marked as to be cleared on completion

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Dec 17, 2024

10. Gross/Net Proc Fees

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    Andy Jenkins supported this idea  ·  Dec 17, 2024

11. Existing Mortgages Update with proc Fees Box

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    Andy Jenkins supported this idea  ·  Dec 17, 2024

12. Populate employment history tab with data held in current employment if there is a notification of job change to avoid need for double keyin

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    Andy Jenkins supported this idea  ·  Dec 17, 2024

13. Remortgage an unencumbered property

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    Andy Jenkins supported this idea  ·  Nov 22, 2024

14. Company branding on Homebuyer app

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    Andy Jenkins supported this idea  ·  Nov 22, 2024

15. mortgage term should reduce

    9 votes

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    Andy Jenkins supported this idea  ·  Nov 22, 2024

16. CUT OUT DOUBLE KEYING

    3 votes

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    Andy Jenkins supported this idea  ·  Nov 22, 2024

17. Add Completion Date to Case List Client account

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

18. See details of outgoings and commitments by hovering over it.

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    Andy Jenkins supported this idea  ·  Nov 22, 2024

19. Fact Find Email Chasers

    7 votes

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    0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

20. Disposable Income Monthly

    7 votes

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    0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024