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6 results found

  1. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Malcolm West commented  · 

    The stand-alone case should include the ability to add mandatory information for a GI quote within the Home case without the need to navigate to other areas of the Client fact Find e.g. property address, DOB

    Malcolm West supported this idea  · 

  2. Multiple products on a mortgage

    91 votes

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    planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Malcolm West supported this idea  · 

  3. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Malcolm West supported this idea  · 

  4. New Leads From QR Codes need to have a notification

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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    Malcolm West supported this idea  · 

  5. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Malcolm West supported this idea  · 

  6. Add a field for property EPC Rating to the Fact Find

    53 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Malcolm West commented  · 

    Recommended for inclusion by Sesame Compliance due to impending requirements around EPC ratings for BTL properties plus increasing number of green mortgages for highest EPC ratings. Will assist when sourcing to ensure customer obtains best deal

    Malcolm West supported this idea  ·