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...

When entering a figure in the Broker Fee Flat Amount or Broker Fee % in the fee override the ESIS generated will add a Packager Fee in the fee section instead of a Broker Fee.

I am really struggling with the sourcing system when it comes to New Build. To be honest I don't trust it, especially with Barclays products! You have all these options in the sourcing tab but not a New Build one. Please scrap the requirement to p...

So it would be easier to source as some lenders have specific property requirements regarding max LTV restrictions

Can we add a filter to restrict how many years account to be taken in consideration when affordability is calculated, regardless of more than one being mentioned? For context, at the moment, Gen H requires 2 years account but only checks affordabi...

Suggestion that it would be beneficial to have a 'copy' option within DIP. Mainly due to client submitting two BTL DIPs (for example) for the same lender, once one has been submitted you need to rekey all the lender DIP forms again, even though no...

Query raised that the internal product number is being pulled back into eKeeper instead of the product reference code. This was aparently an issue raised four years ago by my customer and eKeeper/Finova have not ever looked to fix this. Can this b...

Broker suggests it would be useful to have any documents that the client has shared with them to not only save in the Client Details, but also to be emailed a copy. They note if this is a privacy issue the broker could sign to agree the care for s...

A user would like additional income fields such ground rent and service charge

Add the Product Name column on the iFrame as this is relevant information for the client.