Allow users to change the product while they have started their application without having to start a new application. This is useful with rate changes as a broker may find a better product for their client while completing an application. This wi...

A broker suggested we add 'true cost of the initial benefit period / months' as column for the source results

Request for additional column: Mortgage Balance at the end of the Initial Period

A suggestion has been submitted whereby Twenty7tec display the lenders that are not currently available on the sourcing system in an area of the results page to highlight to an advisor if there are potential products/lenders not being considered d...

User would like system filter out all/any lenders according to their LTV max cap so surely the H2B borrowing amount needs to be factored in somewhere. Its not as straight forward as a max LTV for 75% because H2B can be borrowing of up to 20% or ev...

It has been brought to our attention that filter No ERC Payable After Initial Period could work differently. While is seems that the system is behaving as intended, due to tracker term products not having an initial period these are filtered out, ...

User suggested that our sourcing system might not be suitable for portfolio landlords search. He stated that when a client owns more properties, the rental income should be based on all properties not only on the one sourcing for.

These figures when entered in a fact find (CRM) are not annual but monthly. When transferring the information across on Velocity the adviser needs to manually update the figures to get accurate results.

Post Brexit, there are more accurate ways in which to display citizenship statuses and lenders look at these as correct terms for applications, these should be updated to reflect the changes, for example; Settled status Pre-settled status Indefini...

Feature to upload clients data on Velocity from an existing SQL database to avoid rekeying the information.