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7 results found

  1. Vulnerable Clients

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Charlotte Beeston shared this idea  · 

  2. Edit fact find download

    5 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Charlotte Beeston supported this idea  · 

  3. Factfind needs to be streamlined. Can we have the ability to turn off more questions in the factfind to make it easier for the client

    4 votes

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    1 comment  ·  Fact Find  ·  Admin →
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    Charlotte Beeston supported this idea  · 

  4. Ability to add same email and phone number for 2 applicants on a joint applicant case

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Charlotte Beeston supported this idea  · 

  5. National insurance number should be in the current employment, not future income

    9 votes

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    2 comments  ·  Fact Find  ·  Admin →
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    Charlotte Beeston supported this idea  · 

  6. Add Homemaker as a employment status

    8 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Charlotte Beeston supported this idea  · 

  7. Add option for Self-build in the additional product type field within the Mortgage information section on a case

    3 votes

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    0 comments  ·  General  ·  Admin →
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    Charlotte Beeston supported this idea  ·