Settings and activity
36 results found
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17 votes
Lee Martin
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50 votesLee Martin
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126 votesLee Martin
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28 votesLee Martin
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44 votesLee Martin
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58 votesLee Martin
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33 votesLee Martin
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29 votes
An error occurred while saving the comment Lee Martin
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143 votesLee Martin
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48 votesLee Martin
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66 votes
An error occurred while saving the comment Lee Martin
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Agreed the information tile used in Kanban should reference the lain client as secondary to the address being mortgaged
Lee Martin
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93 votesLee Martin
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128 votes
An error occurred while saving the comment Lee Martin
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Please include the ability to have more than two applicants on a case
Lee Martin
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13 votesLee Martin
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80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
An error occurred while saving the comment Lee Martin
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I would like to see a 'client budget' section which can be used to set mortgage and protection budgets during the fact find, I use this situation currently as it produces much easier protection sales and also forms the basis for my advice for the mortgage term. Example I use a formula approach, Net income minus expenditure, leaves a Gross budget, I then allocate a safety net of 40-50% or more in conversation with the client, once deducted this leaves a Net budget which is split automatically 80/20, 80% for the mortgage and 20% for protection
Lee Martin
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46 votesLee Martin
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On the dashboard where this months remortgage opportunities are shown as a list, it would be really useful if each clients's name was a hyperlink straight into the case and when worked through to completion it disappeared from the box. This would create a sort of job list to work through