Settings and activity

22 results found

1. Buyer type needs to be identified for each applicant

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   0 comments  ·  Fact Find » Applicant Details  ·  Edit…  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel shared this idea  ·  Jan 29, 2025

2. individual background properties not showing under other applicant

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel supported this idea  ·  Jan 29, 2025

3. Suitability Letter - Add multiple products, and joint and single applicants

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel supported this idea  ·  Jan 29, 2025

4. Notes Section

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   0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel supported this idea  ·  Jan 29, 2025

5. Date of birth and age of dependants

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel supported this idea  ·  Jan 29, 2025

6. Address history for last 3 years - should be a compulsory component to the fact find.

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel supported this idea  ·  Jan 29, 2025

7. Smartr Connect Tiles

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   0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel supported this idea  ·  Jan 29, 2025

8. Joint borrower sole proprietor

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel shared this idea  ·  Jan 13, 2025

9. Current error with documents

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Elisabeth von Hippel shared this idea  ·  Oct 30, 2024

10. Breakdown of monthly expenditure in Financial Overview screen

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    0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Oct 10, 2024

11. Consumer BTL

    4 votes

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    1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Aug 29, 2024

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

    56 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel supported this idea  ·  Aug 29, 2024
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    Elisabeth von Hippel commented  ·  Aug 29, 2024  ·  Edit…  ·  Delete…

    Please add EPC rating to property details.

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13. Nationality

    4 votes

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    planned  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Aug 29, 2024

14. complete address

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Aug 21, 2024

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

    10 votes

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    under review  ·  4 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel commented  ·  Aug 21, 2024  ·  Edit…  ·  Delete…

    An optional question about the direct debit would be very helpful.

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16. EPC

    5 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Aug 21, 2024

17. Current Rent in FF

    8 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel supported this idea  ·  Aug 21, 2024

18. Sub accounts

    7 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel supported this idea  ·  Aug 21, 2024

19. Search by case number

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Aug 21, 2024

20. Visa questions

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Elisabeth von Hippel shared this idea  ·  Aug 13, 2024