Settings and activity

92 results found

1. Remortgage an unencumbered property

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

2. Employer details

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   Samantha Brown supported this idea  ·  Dec 9, 2024

3. Porting Mortgage Case

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

4. More than 2 applicants

   7 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

5. Admin notifcations

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

6. Income overview

   14 votes

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   under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

7. Show solicitor practice address details

   18 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

8. UNABLE TO REACH CLIENT as an option for NPW

   26 votes

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   planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

9. Deceased Option in Fact Find

   20 votes

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Dec 9, 2024

10. Council Tax

    5 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

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

    6 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

12. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    6 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

13. Early Repayment Charge (ERC) visibility in Existing Properties

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    7 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

14. 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.

    6 votes

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    1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

15. Add filter for document types

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    planned  ·  2 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

16. Allow advisers to update client's employment status

    10 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

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

    7 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

18. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

19. Fact Find Progress Indicator

    6 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024

20. Residential Status

    6 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Dec 9, 2024