Can you please advise whether we are able to add into the fact find sections that we feel are extremely important to capture and is currently not captured anywhere in the fact find Other adult occupiers We have to advise the lender of the othe...

She says this would be useful to compare products on the basis of the arrangement fee alone, excluding other fees. Would it be possible to add a column within the results for the Arrangement fee alone?

Would it be possible to provide the ability to produce a pdf of the product details, so they can be printed off.

Having a printable document with all fields of criteria so the broker can sit and write the information in with the client. then transfer to system.

Hi Below is a sourcing suggestion from a broker for development Ellie. Due by time : 08-Nov-2019 12:03 Category : Description : Good morning Following an AQ review involving a porting case – as an adviser the process of changing the information in...

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...

Add APIs for HMRC self assessment