Improvements to the Fact-Find PDF Export

· Country of birth will now display in full instead of 3-character abbreviation

· Nationality will now display

· Full details of ‘Other’ existing loan will now display

· Full details of ‘Other’ income will now display

· Under the existing Protection section, ‘Lender’ has been renamed to ‘Provider’

Added ‘Accountant Details’ to the Fact-Find

New fields are available during the fact-find to capture the accountant details of your clients if they are self-employed.

· Firm Name

· Individual Contact

· Telephone

· Email

· Qualification

· Address

Limited Company Fields

· Ltd Company fields are now available for your clients to complete on their portal

· Fields now display on the fact-find PDF export

Minor Improvements

· New ‘Arrangement Fee’ fields are now available tokens to add on your Suitability Letters

· Added the ‘HMO or House Share’ field to the fact-find on the Client portal if ‘Buy-To-Let' has been selected