Excerpt from broker's message: "lenders now have a minimum EPC rating as the law is changing.  I have just had an enquiry where the property is rated F and they have been declined by TMW with another adviser  so I think it will be a good...

Alternate wording for dropdown reason for remortgage ‘switch to a better rate’. In this climate we are unlikely to be able to improve on someone’s current rate. Is this something we can reword to make it more appropriate? Perhaps ‘review your curr...

Under CLIENTS tab, the Client Status is defaulted to "Show active clients (last 6 months)" without the option to default the selection to a different choice. Can this option be added?

It would be very useful if when you have pinned products the print PDF function included those pinned products on the result… When I print PDF of the below results the pinned products drop off.

New Build Filter may be useful for brokers when sourcing for 'New Build' products. Although there is already the facility to source for New Build by using the age of the property.

Add the fields on Source for the Country of Residence and the Nationality to help the advisers when sourcing for clients that live abroad that are not UK expats.

When searching for a client the default search is last 6 months. Users have requested to have an option to change the default to all and not have to keep going into my filter to change it every time.

would help with sourcing as there some lender that do not do 20% overpayment but only at 10% and would help filter out the source more.

Integrate the office for national statistic data to complete the outgoing section (Expenditure) in the affordability module. This will speed up the process and still help the adviser run an accurate affordability search. This is a functionality av...