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SOURCE Ideas
16 VOTE
Status Planned
Created by Guest
Created on Dec 10, 2020

EOR columns

  • to be able to choose which columns are shown on the EOR.

  • Make the product name show on EoR (MS-I-191)

  • initial monthly payment with existing mortgage should show on EoR (MS-I-197)

  • True cost including existing mortgage not showing on EoR (MS-I-186)

  • Add cashback column in the EoR (MS-I-105)

  • EOR - Showing True Cost incl Balance Outstanding (MS-I-80)

  • Show 'True cost (including balance outstanding)' column on EoR printout (MA-I-28)

  • include more columns in evidence of research such as LTV & Cashback etc Evidence of research columns should reflect sourcing (MS-I-155)

  • Cashback should be visible on EOR (MS-I-7)

  • Cashback Column in the Evidence of Research (MS-I-203)

  • Attach files
1 VOTE

include more columns in evidence of research such as LTV & Cashback etc Evidence of research columns should reflect sourcing

Merged
The columns in the evidence of research EOR should reflect those used to source the mortgage. For example If I chose a product with a higher rate rate & higher LTV threshold over one that was cheaper but had a lower LTV threshold. An adviser m...
almost 4 years ago in  0 Planned
1 VOTE

Add cashback column in the EoR

Merged
Add cashback column in the EoR
over 4 years ago in  0 Planned
2 VOTE

Cashback Column in the Evidence of Research

Merged
System does not show the cashback in the EOR which is fundamental when confronting the customer showing the list of the deals in the results.
over 3 years ago in  0 Planned
1 VOTE

Cashback should be visible on EOR

Merged
The Cashback column is not showing on the Evidence of Research document but they need it for their compliance.
about 5 years ago in  0 Planned
2 VOTE

EOR - Showing True Cost incl Balance Outstanding

Merged
Broker called as he would like to see this column on the EOR
over 4 years ago in  0 Planned
1 VOTE

Make the product name show on EoR

Merged
Make the product name show on EoR. It would be beneficial if it was clear within that document what products were retention.
over 3 years ago in  0 Planned
1 VOTE

initial monthly payment with existing mortgage should show on EoR

Merged
initial monthly payment with existing mortgage should show on EoR
over 3 years ago in  0 Planned
1 VOTE

True cost including existing mortgage not showing on EoR

Merged
It would be useful if the EoR document would show the True cost including existing mortgage
over 3 years ago in  0 Planned