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Peter Bradnick
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64 votesPeter Bradnick
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80 votes
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
Peter Bradnick
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53 votesPeter Bradnick
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22 votesPeter Bradnick
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28 votesPeter Bradnick
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47 votesPeter Bradnick
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We should be able to record all loans secured against the same property in a single place, including their balances, interest rates, product types, and product end dates.
Storing this information in free‑text notes is not sufficient, particularly as many customers have more than one mortgage on the same property.
Without the ability to capture these details correctly and consistently, the purpose of having a ‘port and top‑up’ option is undermined, as the related loan information cannot be accurately recorded or referenced together.