Settings and activity

74 results found

1. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

2. Option Are you on electoral roll?

   28 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

3. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

4. Removal of the questions relating to procuration fee on client Factfind

   24 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

5. Amend policy numbers/ mortgage account numbers after marked completed

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

6. Contact phone number for Employer in the income section of the FF

   37 votes

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   planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

7. Show more information on Employment page

   29 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

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

   3 votes

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   0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

9. property details

   30 votes

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   under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

10. Council Tax

    7 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

11. 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  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

12. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

13. Client notes in Fact Find

    4 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

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

    8 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

15. Consumer BTL

    5 votes

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    1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

16. Add living with partner to Fact Find

    15 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

17. term

    9 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

18. Date of birth and age of dependants

    9 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

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

    13 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

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

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024