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  1. Budget planner updates required

    5 votes

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    0 comments  ·  Fact Find » Commitments  ·  Admin →
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    Denise Francis supported this idea  · 

  2. Having Childcare added to the Expentiture , as Educations seems like 5+, not nursery etc

    2 votes

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    0 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Denise Francis supported this idea  · 

  3. Vulnerable question should be in fact find rather than in the mortgages section .

    6 votes

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  4. self employed income

    6 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Denise Francis supported this idea  · 

  5. Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio

    3 votes

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    0 comments  ·  Fact Find » Protection Fact Find  ·  Admin →
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    Denise Francis supported this idea  · 

  6. Add Homemaker as a employment status

    8 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Denise Francis supported this idea  · 

  7. Using AI to pre populate Passport numbers and play slip info into Fact find.

    3 votes

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

    9 votes

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    2 comments  ·  Fact Find  ·  Admin →
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    Denise Francis commented  · 

    Agee, should be in the Current income section

    Denise Francis supported this idea  · 

  9. Self employed sole trader

    4 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Denise Francis supported this idea  ·