Live Sourcing

Jannie at fleet would like to be able to run a live sourcing grid with the ESIS produced on those products for the previous day within one single report.

Lenders (Accord specifically in this instance) should be able to generate reports which would emulate a broker source and the current remortgages types we added to source are not included in the Live Sourcing tables within INSIGHT, current example...

Hi Nakita, I’d like to be able to build a report that sources for mortgage products as if the customer was an existing Skipton customer. When I do a manual source and select the loan purpose as remortgage, a new tab appears that allows me to list ...

Customer asked if bridging products reports were available within INSIGHT especially live sourcing as it would help them with competitor analysis and pricing.

Bridging lenders like Glenhawk currently using INSIGHT can't make the most of INSIGHT as bridging is not available from the mortgage type drop down in live sourcing.

I was hoping we could add a field in the Live sourcing part of INSIGHTS export data to include a product name to emulate the export excel that an adviser will do when completing a source. By having the product name in Live Sourcing, it will help l...

lenders are keen to be able to see how brokers are searching.