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PINNED New citizenship options
As suggested by the user: However, while on the topic of forwarding suggestions, could you please change the citizenship options, as they are seriously out of date. Brexit happened over a year ago, so more appropriate categories would be: British/...
PINNED Add repayment vehicle filter for Part and Part/Split
Add repayment vehicle filter for Part and Part/Split Repayment vehicle when part and part selected (MS-I-104) Repayment vehicle - Part interest/Part repayment (MS-I-17)

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Showing 30
1 VOTE

Splitting Joint Client source into single clients

Number of brokers asking if it is possible to run a source with a single applicant that was previously in a joint application - this isn't currently possible without running a new source and manually re-entering the details of the applicant, or de...
over 3 years ago in  0 Planned
1 VOTE

broker fee default option for ON OFFER

in the settings add the option for broker fee on offer
over 3 years ago in  0 Planned
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

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

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
1 VOTE

Client on-boarding tool that will compliment the broker's existing web activities

Add a feature where the applicants can fill the fact find from home and then send it to the broker that is gonna just use it directly to source. Like Burrow in ekeeper.
over 4 years ago in  0 Planned
1 VOTE

Tidy up the sourcing history

Option to delete and organise sourcing history in order to avoid sourcing with wrong duplicates already filled in.
over 4 years ago in  0 Planned
0 VOTE

Add the ability to have more than 2 applicants on Source and possibly APPLY

Recently I have had many instances where brokers have three applicants applying for a mortgage. I believe this will be common especially due to the current market and the expensive cost of living. It will be a great advantage to the sourcing syste...
about 2 years ago in  0 Planned