Skip to Main Content
SOURCE Ideas
ADD A NEW IDEA

Pinned ideas

View all
PINNED Display current LTV in columns
Add a column of the current source LTV in columns
PINNED EOR columns
to be able to choose which columns are shown on the EOR. Make the product name show on EoR (MS-I-191) initial monthly payment with existing mortgage should show on EoR (MS-I-197) True cost including existing mortgage not showing on EoR (MS-I-186) ...

All ideas

Showing 298 of 298
10 VOTE

a first time buyer shouldn't have a retention product displayed

It would add value if, where both applicants are set as 'first time buyer' = Yes, the retention flag is automatically set to No.
about 1 year ago in  0
10 VOTE

Broker fee wording within ESIS

Can we please add an option to have the 'Broker/Packager Fee' default to either 'Broker Fee' or 'Packager Fee' as at the moment it seems to be defaulting to 'Packager fee' only regardless of the wording within the illustration Wizard (see snaps at...
about 1 year ago in  0
21 VOTE

Ability to turn off source data.

We use 360 as our CMS and sourcing internal we can tick to include FF data or not and very quickly source with and without. This helps with complex cases, which sourcing can't always cope with. Whilst 360 have now built an option to import without...
over 2 years ago in  3 Already exists
10 VOTE

Add EPC rating and Product Name in the EOR document

This is useful as consumer duty is in play. This will help brokers justify why they recommended a certain product even if it was not the cheapest product.
over 1 year ago in  0 Already exists
1 VOTE

option to see the £6+ VAT charge for an electronic check with Leeds BS products

this fee is nowhere on the illustration or sourcing system, as it would help to display for the brokers client to see the charge as its usually not stated anywhere on the system for Leeds BS
2 months ago in  0
23 VOTE

Manually cross out unsuitable products

Would it be possible to introduce a system of being able to manually cross out the products on the mortgage results page once the user has deemed them unsuitable?It is quite time consuming trying to remember why you might not want to look at the f...
over 4 years ago in  1
25 VOTE

Multiple Unit Sourcing for BTL Mortgages

the ability to source for multiple units for BTL mortgages Multi Unit Properties / MUB (MS-I-22) Label the HMO filter as HMO/MUB (MS-I-235)
almost 5 years ago in  1 Planned
11 VOTE

Additional Information in DocumentDetails object

From SD ticket 90916: A lot of our clients have asked if we can add the following on the product pull back into OMS. We can’t seem to find these fields in your documentation. Max LTV Annual Percentage Rate Initial Monthly Payment Including Fees - ...
about 2 years ago in  0
10 VOTE

Highlight rates being withdrawn

Highlight rates soon to be withdrawn by the lender (or add a warning before you create an esis) with lenders rapidly changing rates and announcing rate withdrawals 24-48 hours in advance it is easy to quote a product only to find it gone the next day
about 2 years ago in  0
16 VOTE

EOR columns

to be able to choose which columns are shown on the EOR. Make the product name show on EoR (MS-I-191) initial monthly payment with existing mortgage should show on EoR (MS-I-197) True cost including existing mortgage not showing on EoR (MS-I-186) ...
almost 4 years ago in  0 Planned