when you upload a credit proposal you then can choose if it is for app X or Y but both need to sign it and i dont remember the last time there were seperately signed CPs. would be good if there was a...
When we add securities belonging to the applicant to the Fact Find it does not populate the security data into "Security" tab in Broker Engine - we then need to re-enter each security separately...
Currently the deal owner can only be the Broker or the assigned team.
It would be ideal if we could assign someone in a team role on the deal to be the deal owner at any given time. Furthermore,...
We do get clients who apply for more than one loan. For this reason we create more than one application on BE. Updating data to each application is tedious, we do it for one application and it would...
At the moment (unless I'm mistaken) the only way you can add a tag to a contact is via "Contacts". It would be handy to be able to add a client tag when loading an applicant's details through the...
Hi,
I have came across to some customer for refinance of their home loans.
where the remaining loan term is like 23 years and 6 months for example.
They don't want to either increase the loan term...
Coming from LMG where the clients are connected as a family unit and addresses, assets and liabilities can be kept up to date at any point in time. Makes it really easy to see and quickly amend...
Hello, can you please have feature to auto sync fact find data to BE. Presently, the clients or our office team fills fact find and is available in PDF format. We have to fill this data again...
Currently our process is to complete the Brokerwizard, including compliance (we have already chosen products in Quickli) then we have our support staff complete the Products section in BE. After...