Settings and activity

89 results found

1. Is the client vulnerable?

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   6 votes

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   1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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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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2. 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

3. Multiple products on a mortgage

   96 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins commented  ·  Jan 15, 2025  ·  Edit…  ·  Delete…

   Just to add that it's coming up to 5 years since this was first suggested on here and still it's not resolved. Please can this be prioritised? Thank you.

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   Andy Jenkins commented  ·  Mar 22, 2024  ·  Edit…  ·  Delete…

   This is vital.
   Agree with Mary Hodges comments, nothing more to add other than please implement this change as soon as possible!!!

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   Andy Jenkins supported this idea  ·  Oct 24, 2023

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

   12 votes

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   under review  ·  5 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

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

   15 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

6. Client status email notifications

   8 votes

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   2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins shared this idea  ·  Dec 17, 2024

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

   3 votes

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

8. Gross/Net Proc Fees

   4 votes

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

9. Existing Mortgages Update with proc Fees Box

   2 votes

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

10. 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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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Dec 17, 2024

11. Remortgage an unencumbered property

    5 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

12. Company branding on Homebuyer app

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

13. mortgage term should reduce

    10 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

14. CUT OUT DOUBLE KEYING

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

15. 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

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

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 22, 2024

17. 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

18. Disposable Income Monthly

    6 votes

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

19. Fact Find Progress Display

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    2 votes

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

20. A new document type for fee invoice

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Andy Jenkins shared this idea  ·  Nov 12, 2024