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...

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 ...

These are fairly new schemes that allow council backed discounts for a client who is a first time buyer who is purchasing a new build property that is built specifically for the scheme.

Broker might have client's who are FTB but do not want first home schemes products

It would be good to have a filter for the new Help to Build scheme

Feedback regarding restrictions on our API. Adverse credit not pulling through to 360.

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.

Would be useful to extend options under Commitments/outgoing to include things like income from second job, outstanding commitments to eb paid before completion etc to obtain better affordability results

Pinned products should stay pinned even though the adviser changes the filters

Can we display any pinned products within the EOR