Skip to Main Content
SOURCE Ideas
ADD A NEW IDEA

Pinned ideas

View all
PINNED Filter to enter number of Bedrooms for HMOs
Option to enter number of Bedrooms rather then Tenants for HMOs
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
1 VOTE

CRITERIA Source - New definitions

Hi Team, What is the procedure for suggesting new definitions? Other systems have reported their most popular definition being researched over the last seven days, is either about furloughed clients or COVID 19, but I cannot see that within our sy...
almost 4 years ago in  0
1 VOTE

to be able to calculate the interest on the fee added on a repayment basis - on an IO mortgage

if you have an interest only loan and you’re adding an arrangement fee to the loan for a PT - to be able to calculate the interest on the fee added on a repayment basis
almost 4 years ago in  0
1 VOTE

Warning message that the system is a live system

Would it be possible when starting to Source a note stating, ‘This is live data, any evidence of research and compliance documentation not saved will not be able to be retrieved in future’.
almost 4 years ago in  0 Will not implement
1 VOTE

Warning message when adding 3 years of account but only add last years profit

Is it possible to add a warning message when the broker adds 3 years of accounts but only adds last years profit? If they leave it blank, the system considers this as 0 and takes an average of the 3 years.
almost 4 years ago in  0 Planned
1 VOTE

Make first applicant's client name a mandatory section

Is it possible to make the first applicant's client name mandatory? Brokers complain that their clients disappear from source. They just forget to add the name and are unable to find it in the client tab.
almost 4 years ago in  0 Will not implement
1 VOTE

Drop down section with years / months time with current lender

Would it be possible to have a drop down menu next to the time with current lender? I know it does say Months, but many brokers put in years instead and that prevents products from sourcing
almost 4 years ago in  0 Planned
1 VOTE

Warning message when invalid postcode / address

Is it possible to add a warning / error message when adding an invalid postcode or address? When a broker does this now, no products will source.
almost 4 years ago in  0 Will not implement
1 VOTE

Can we have a minimum / maximum date of birth in the applicant details?

For example Min=18 Max=90 and get a warning message / error when it is incorrect? Believe it or not, we have brokers adding todays date which stop all products from sourcing.
almost 4 years ago in  0 Planned
1 VOTE

Highlight the section that is causing the message 'product not available based on provided information' in APPLY

In APPLY it shows a message when the product is not available based on the provided information. Would it be possible to highlight the section or criteria that is causing this ?
almost 4 years ago in  0 Planned
1 VOTE

True cost - adding fees to loan

True cost wizard: when ticking add fees to loan - a warning message confirming the fee will be capitalised and included in the product LTV calculation.
almost 4 years ago in  0 Planned