Client to up load their supporting first, before completing fact find, example = drivers license, pay slips, bank statements,
AI then extract this information, including, name/s, address, employer...
I have had a lot of clients recently have trouble trying to locate the Credit Proposal acknowledgment. I find I'm having to email them with specific instructions on where to look for it, where to...
The client shouldn't be able to click the "I'm done" button, until they finish all the task that needed to be done. This has cause a lot of confusion with the client especially for Privacy and...
Submitting on behalf of Glenn Wilson (Mentor1Lending)
The number '0' keeps dropping off from the mobile phone numbers which then creates an error in AOL. The area code should be split in BrokerEngine and be...
Enable users to customise which fields are visible in the Fact Find.
We’ve received feedback from clients that the current Fact Find is overwhelming due to the large number of fields they’re asked...
Currently 100% of ownership must be captured against assets in the fact find, however we can only select applicants. This then incorrectly reflects the applicant's ownership percentage as 100% in the...
Hi team - it would be super handy to be able to filter new documents in the finance vault by date. For example, initial finance vault request for qualification of a deal - then 3 months later when...
On the DealDash screen, there's a copy feature for the applicant's mobile number and email address. Would it be possible to also include a copy option for their address and name? Additionally, having...