Settings and activity

97 results found

1. self employed income

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   0 comments  ·  Fact Find » Income  ·  Edit…  ·  Delete…  ·  Admin →
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   Samantha Brown shared this idea  ·  Jul 29, 2025

2. Add Homemaker as a employment status

   2 votes

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   0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jul 29, 2025

3. Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jul 29, 2025

4. Credit commitments to be time stamped

   7 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jul 29, 2025

5. National insurance number should be in the current employment, not future income

   4 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jul 29, 2025

6. Remortgage an unencumbered property

   5 votes

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

7. Employer details

   6 votes

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

8. Porting Mortgage Case

   13 votes

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

9. More than 2 applicants

   9 votes

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

10. Admin notifcations

    17 votes

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

11. Income overview

    15 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

12. Show solicitor practice address details

    19 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

13. UNABLE TO REACH CLIENT as an option for NPW

    27 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

14. 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

15. Council Tax

    7 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

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

    7 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

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

    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. Early Repayment Charge (ERC) visibility in Existing Properties

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    8 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

19. 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.

    9 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

20. Add filter for document types

    6 votes

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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