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133 results found

  1. Notes to remind you to save , if not saved.

    2 votes

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    0 comments  ·  Notes  ·  Admin →
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    Robert Riach supported this idea  · 

  2. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

    14 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach 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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    Robert Riach supported this idea  · 

  4. Mortgage Fees being added to the loan

    14 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  5. Put an LTV calculator in the mortgage factfind

    28 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  6. Add self build to purchase type in fact find

    22 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  7. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  8. Contact phone number for Employer in the income section of the FF

    36 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 

  9. Existing Properties Limited Company

    20 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  10. Fact Find - send a copy of fact find to Document store upon Completed

    22 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

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

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  12. Fact find logs

    3 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Robert Riach supported this idea  · 

  13. Prompt for 3 addresses in history

    30 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  14. Notes section

    2 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Robert Riach supported this idea  · 

  15. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

    5 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  16. Fact find - Gender

    5 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  17. Display dependent age not years still dependent

    43 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  18. Client notes in Fact Find

    4 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

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

    6 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  20. Allow advisers to update client's employment status

    9 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 
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