Settings and activity

27 results found

1. Display dependent age not years still dependent

   42 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Karen Dolling shared this idea  ·  Feb 2, 2023

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

   13 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

3. Inmprove the product transfer workflow

   11 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

4. Pre-Filled Categories

   35 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

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  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

6. Put an LTV calculator in the mortgage factfind

   27 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

7. Universal Budget Planner for Mortgages & Protection

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   80 votes

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   18 comments  ·  Protection  ·  Delete…  ·  Admin →
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   started  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,

   We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

   Please speak to your CS rep or keep an eye out for more information.

   Thanks,

   The Product Team

   Karen Dolling supported this idea  ·  Feb 2, 2023

8. Please amend form Remortgage to correct type of case as a Product Transfer

   12 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

9. Multiple products on a mortgage

   92 votes

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   planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Karen Dolling supported this idea  ·  Feb 2, 2023

10. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

11. Removal of the questions relating to procuration fee on client Factfind

    22 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

12. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

13. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

14. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    66 votes

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    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

15. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

16. Highlight mandatory fields with an * while completing / reviewing the Factfind.

    20 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

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

    36 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

18. property details

    26 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

19. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023

20. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Karen Dolling supported this idea  ·  Feb 2, 2023