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  1. Notes section

    3 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  2. Fact find logs

    4 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  3. Ability to search the notes section

    3 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  4. Income overview

    15 votes

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    under review  ·  2 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

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

    16 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  6. Time in Employment

    18 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  7. Add Partnership to Self Employment Type

    18 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Admin →
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  8. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  9. Automatically move Employment details From Existing to History on Employment change

    41 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  10. ADD Box that allows advisor to key gross from payslip that system then annualises

    4 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  11. Allow advisers to update client's employment status

    11 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  12. Ability to Split Client/Broker Fees

    24 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  13. fact find commitment and expenses

    15 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  14. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  15. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  16. Existing Properties Limited Company

    22 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

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

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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  18. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

    8 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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  19. Early Repayment Charge (ERC) visibility in Existing Properties

    8 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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  20. individual background properties not showing under other applicant

    6 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 
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