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, when client uploads additional files into FinanceVault, is it possible to 'tag/mark' new files so we easily identify what has already been provided and downloaded vs reviewing newly provided...
Currently BrokerEngine has serviceability calculations on the selected product in the Credit Proposal but not earlier for all products at product selection
The current home address has a button for co-applicants to copy the primary applicant's address & start date. However, there isn't a button for the previous address history to copy over from the...
Why is there a limit? It seems like an odd thing to have. Nearly all of our Needs & Objectives wording goes over this limit so we have no option but to generate the Credit Proposal, transfer to...
We would like to update our clients address when they move into their new home. Currently we are unable to update the address without it changing the Fact Find.
Hi team, we don't use all the parts of the broker wizard and it would be an improvement if we could tailor it to our individual businesses. There is a lot of time wasted on the parts of the wizard we...
Currently the reports in the Reports section of a deal are all static and cannot be customised. It would be good if we could select SmartDoc templates to use in their place, or have the ability to...
When we input a '$0' fig when the items doesn't apply, we have to usually input a comment - eg, people have no kids, so we input $0 for Education and Childcare/Mainteance.
Can we either have (or...