Settings and activity

101 results found

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

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

2. 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

3. 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

4. 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

5. 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

6. Allow advisers to update client's employment status

   11 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

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

   10 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

8. 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

9. Fact Find Progress Indicator

   7 votes

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

10. Residential Status

    8 votes

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

11. Add Partnership to Self Employment Type

    18 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Sep 24, 2024

12. Missing tokens for Suitability report

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Samantha Brown shared this idea  ·  Aug 23, 2024

13. Mothers maiden name on the fact find

    12 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024

14. Occupiers over 17 – there is no section for this information.

    14 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024

15. 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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    Samantha Brown supported this idea  ·  Aug 23, 2024

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

    13 votes

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    under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024

17. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024

18. Enable us to edit spacing on suitability reports

    19 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024

19. To be able to move the boxes on the Suitability Report

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    0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024

20. replicate The Key's report generator

    4 votes

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    0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 23, 2024