Can you have a filter to REMOVE a lender from sourcing.
For example, I know Santander will not allow a Buy to Let remortgage with a Transfer of Equity. I want to remove that lender (and any others who will also not allow this) from the sourcing.
From a user point of view I think we would need access to that function from the results page. Tiding up the report. That is when we would know they are clogging up results.
I suppose being able to remove packager deals when direct is availbe at in results page would be great to.
Users have the ability to default their sourcing options and the filters that want to apply to every case. These can then be overridden on a case by case basis.
In the My Account > Settings > Filters tab you can select the lenders on your panel that you always want to use to source. By selecting all the lenders the filters will always 'select' these lenders and you can then exclude them on a case by case basis by clicking on the ones you want to remove for that source.
This would be really helpful.
From a user point of view I think we would need access to that function from the results page. Tiding up the report. That is when we would know they are clogging up results.
I suppose being able to remove packager deals when direct is availbe at in results page would be great to.
Hi James
Thank you for your feed back.
Users have the ability to default their sourcing options and the filters that want to apply to every case. These can then be overridden on a case by case basis.
In the My Account > Settings > Filters tab you can select the lenders on your panel that you always want to use to source. By selecting all the lenders the filters will always 'select' these lenders and you can then exclude them on a case by case basis by clicking on the ones you want to remove for that source.
I hope this helps using the system easier.
Many thanks