Rates are climbing so its quite possible that a client would not be switching to a “better” rate. This means the fact find could be misleading and cause an issue if a complaint arose. Can we look at getting this changed. Perhaps to “Alternative Ra...

This is the best way to source since it covers any added lender fees, the impact of interest on this and the total cost at each review point (end of product) as well as the effect of amortisation on the total balance outstanding...BUT column canno...

Bearing in mind the current situation, do we need to add or revisit the Payment Holiday filter to cater for any lender changes or an emergence of payment holiday customers over the next 12 months?

more synonyms to get searches to appear to make it easier for the consultants

An adviser asked if that can be added and apparently other systems have that option

Each time you make a change to the source and go back to results it automatically resets to cheapest monthly payment first, adding a default to override this so it filters by true cost cheapest always would be helpful

Develop a tri-state filter to accommodate all the options that product now offer: No HMO, Just HMO or both standard BTL and HMO.

We have a criteria section for future pay rises, but we dont for future contracts/change of jobs. There can be lenders who take one but not the other so having the split would be useful.

Hi, When using an import user file to "update existing details" - all columns not populated within the sheet are then overrided as blank within the users account - could there be the possibilty of a "leave as is" option for all blank sections?