As lenders generally have different rules no income multiple for retention products, Source can discount some lenders/products based on income multiple we use. Users generally have to delete their clients income to get desired results. Can we have...

Advisers have to untick each of the options in the true cost window, a part from the arrangement fee, when calculating the FCA cost. This is a process that can be avoided by adding a column that calculates this true cost for them.

It allows the advisor to write reasons for recommendation but doesn't pull anything on the pdf/document. I understand that as the product selection has not been done at this stage and there shouldn't be any reason for recommendation but it is conf...

Email from James O'Reilly - Leeds BS In case this is ever up for review, the Society have introduced Hometrack to underwriting and assess a number of risks, but the one having the most visible impact is future flood risk, causing applications to d...

The field in the snap below is set up as requested by the lender on the application form. This is setup to check the previous employment self employed business start date which is why it's saying the business must be established for a minimum of 2...

In the current sourcing history page you have the ability to identify the case you want to work on using the clients name and purchase price and loan amount. This is fine when it comes to brokers who have different clients. However if a broker has...

The ability to add notes against certain criteria, that others within your business could also see. This could be because you want to add additional notes to the lender provided notes, or because you are aware exceptions can be made.

Specify the repayment type when Part and part is selected. Currently the only option is interest only. Products have certain criteria for when the repayment method is part and part. For example Halifax only allow part and part when the payment is ...

Can you have a filter to REMOVE a lender from sourcing. For example, I know Santander will not allow a Buy to Let remortgage with a Transfer of Equity. I want to remove that lender (and any others who will also not allow this) from the sourcing.

It would be useful to Legal fees when hovering over the pound sign in Source Results as it will stop users from having to go into the product details page to find out whether that particular product has a legal fee or not