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32 results found

  1. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Admin →
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    Jidesh George supported this idea  · 

  2. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Jidesh George supported this idea  · 

  3. 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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  4. Add temporary solicitors

    2 votes

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    0 comments  ·  Fact Find  ·  Admin →
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  5. Is the client vulnerable?

    6 votes

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    1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Jidesh George supported this idea  · 

  6. Consumer BTL

    6 votes

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    1 comment  ·  Fact Find  ·  Admin →
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    Jidesh George supported this idea  · 

  7. Date of birth and age of dependants

    10 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Jidesh George supported this idea  · 

  8. 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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  9. Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.

    5 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Jidesh George supported this idea  · 

  10. Case Requirements Box - Document Checklist

    56 votes

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    under review  ·  4 comments  ·  Workflow  ·  Admin →
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    Jidesh George supported this idea  · 

  11. Nationwide to accept more then 1 income for a client

    3 votes

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    0 comments  ·  Lender Integration  ·  Admin →
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    Jidesh George supported this idea  · 

  12. Smartr Connect Tiles

    5 votes

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    0 comments  ·  Lender Integration  ·  Admin →
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    Jidesh George supported this idea  · 
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