Documents for porting or rate switch products should be different to the standard purchase/remortgage cases. It would be beneficial to be able to have the documents with all the correct information in complarison to what would be the standard one.

We have the GreenEcoProduct boolean, but not RioProduct.

Would it be possible to have the option to rename a search on the client info page? For example, I compared a second residential mortgage with a Let to Buy, but I can’t differentiate between the two on the client screen. It would be useful if I co...

Feedback from an adviser: I need to produce multiple illustrations for interest only mortgages and also when fees are added to the loan. I am sure it would not be difficult to add monthly repayment and overall cost figure to interest only illustra...

User suggested adding the product name/title to the EOR as a column to make it easier for users to evidence why certain products could not be recommended to clients.

A user has suggested a filter for Late Payments in the Situations section of SOURCE.

Would be useful to have the criteria question for a property that is adjacent to a commercial property - lenders have a lot of different criteria for different types of commercial adjacent properties. For example, some will allow shops or non food...

Scottish BS have feedback that they would like to have their RIO products displayed on T7T but apparently we are not able to add in the Regulatory Disclaimer to the ESIS that is required for RIO products. Could this be something we could look at t...

Wouldn't be easier for everyone if once an existing lender that does not search on retention product is selected information appears somewhere next to that lender telling the software user that the retention products would not search due..... ?

Hi, would it be possible to consider regulated and unregulated sourcing filter for when a broker is selecting a bridging loan search. This has been feedback provided by the likes of Glenhawk, Roma and Futurebricks and it it would also make INSIGHT...