Settings and activity

17 results found

1. As an adviser i dont think that the document store is in a logical order.

   19 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 20, 2024

2. Bank Statements - Separate Personal / Business

   21 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 20, 2024

3. Is the client vulnerable?

   • 

   3 votes

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   0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira shared this idea  ·  Aug 12, 2024

4. term

   7 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

5. Dependants Drop down List - Move Son and Daughter to top

   4 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

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

   9 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

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

   9 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

8. Add option for Unencumbered properties

   31 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

9. Credit Commitments Lender Name

   7 votes

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   under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

10. Add living with partner to Fact Find

    13 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

11. Ability to lock protection fact find to clients post application

    6 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

12. birthday

    10 votes

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    under review  ·  0 comments  ·  Emails » Applicant Details  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

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

    9 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

14. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

15. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

16. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira supported this idea  ·  Aug 6, 2024

17. Date of birth and age of dependants

    6 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Sangeetha Madaksira shared this idea  ·  Aug 6, 2024