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 product screen rather than in the mortgage requirement screen is cumbersome and easily missed when processing multiple cases. It would make more sense for the options to appear in purchase sub-type area rather than after you convert mortgage and then go back to product screen. Equally this applies to product transfers.
Many thanks
The functionality that the broker is requesting is something that needs to be referred back to their own CRM system - MIDAS, as it is to do with the user journey rather than a sourcing improvement.