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10 results found

  1. Solution Builder Occupation does not match up from occupation in fact find , means extra rekeying

    6 votes

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    0 comments  ·  Protection  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  2. For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created

    9 votes

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    2 comments  ·  General  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  3. Vulnerable Clients

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  4. Expenditure on Fact find is not streamlined to mirror Expenditure in sourcing so data has to be manually added for affordability check.

    1 vote

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    0 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Lorraine Balcombe shared this idea  · 

  5. Fact find - Dependents. poorly phraised english

    2 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  6. FF- letting the clients know they can leave areas blank if they dont know. As some clients think they cannot carry on through the questions.

    2 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  7. Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio

    3 votes

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    0 comments  ·  Fact Find » Protection Fact Find  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  8. Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information.

    4 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  9. Self employed sole trader

    4 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Lorraine Balcombe supported this idea  · 

  10. Having a button on the Fact Find where he client can press no British passport, or no driving license

    3 votes

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    Lorraine Balcombe supported this idea  ·