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70 results found

  1. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  2. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  3. Disposable Income Monthly

    7 votes

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

  4. Optional Email Addresses for clients

    35 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  5. Option Are you on electoral roll?

    28 votes

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

  6. Prompt for 3 addresses in history

    32 votes

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

  7. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    7 votes

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

  8. Add filter for document types

    6 votes

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    planned  ·  2 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  9. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    8 votes

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    1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  10. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

    9 votes

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

  11. Buyer type needs to be identified for each applicant

    3 votes

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

  12. Display dependent age not years still dependent

    47 votes

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

  13. Put an LTV calculator in the mortgage factfind

    30 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  14. 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  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  15. Bank Statements - Separate Personal / Business

    21 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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  16. Is the client vulnerable?

    6 votes

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    1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Sangeetha Madaksira shared this idea  · 

  17. term

    9 votes

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

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

    5 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  19. Address history for last 3 years - should be a compulsory component to the fact find.

    15 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

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

    13 votes

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