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SOURCE Ideas
38 VOTE
Status Already exists
Created by Guest
Created on Jun 6, 2023

Add a specific 5 year product period button

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  • Admin
    Jorge Monte
    Reply
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    Aug 13, 2024

    There is a custom filter that enables user to specidfically set the periods that they want, so they can set a 60 - 60 month custom option which would then just return the 5 year products.

    1 reply
  • Guest
    Reply
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    Jul 18, 2024

    More firms are contacting us regarding adding this filter to simplify the process and avoid using the custom filter every time they need to source a 5 year fixed rate, which is now more common than a two year fixed rate.

  • Guest
    Reply
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    Nov 21, 2023

    It would be helpful to have separate 5, 7, 10 and term options within the product selection. Having 5+ with longer term fixed rates so close together returns a jumble of results in some cases with 10yr rates showing first a the moment which increases the risk of talking about a product with a client which isnt suitable.

  • Guest
    Reply
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    Nov 7, 2023

    This feature has been raised a lot of time via different users.

    At present the system only has an option for 5+ years under product period which include product for 10 years etc.