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  1. Council Tax

    8 votes

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

  2. 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  · 

  3. 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  · 

  4. Disposable Income Monthly

    6 votes

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

  5. 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  · 

  6. 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  · 

  7. 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  · 

  8. 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  · 

  9. 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  · 

  10. 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.

    9 votes

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

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

    10 votes

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

  12. 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  · 

  13. 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  · 

  14. Put an LTV calculator in the mortgage factfind

    31 votes

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

  15. 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  · 

  16. Bank Statements - Separate Personal / Business

    22 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Sangeetha Madaksira supported this idea  · 

  17. 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  · 

  18. term

    9 votes

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

  19. 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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    Sangeetha Madaksira supported this idea  · 

  20. 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  · 
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