We would like, if possible, to add a couple of columns into the live sourcing report to mark products as “Green/Eco Products” as well as “Retention Products”, do you think this would be possible? Our use case is that we would like to monitor our g...
LBG have provided feedback that it would really help if they could multi select the filtering drop downs to include more date into a report i.e multi select 2 year, 5 year, 7 year, 10 year etc rather than having to select one and running multiple ...
Hiya, received the below from Leeds BS Got a question on how I might be able to get something out of Insight. Is there a way to look at the average rate in the market (or by specific lender) of a certain product type (e.g. Residential 2yr 75% LTV)...
An overview of Lender Criteria Changes and and indication of what the criteria changes were.
Nottingham would really like to be able to utilise Criteria INSIGHT but they would really like to have an on overview of criteria changes by lender, by week/month/quarter for example with a breakdown of what criteria changes have been made as well...
Being able to select more than one remortgage reason when creating a report in INSIGHTS.
Currently having to go in to each sub section for a remo mortgage reason and run a report. It would be beneficial to users to be able to see all the remo reasons selected in one report.
Please can we add green filter mortgages within insights under all subsequent subsections
This is so lenders using insight can then track engagement levels for advisers specifically searching for green mortgages once that's been implemented within source.
Hi! I've had some feedback from Cambridge Building Society that have asked if we could add pre-set lender panels e.g. ‘mutual’, top 20 lenders etc in the Lender drop down in the filters section, they've said this would help them analyse further an...
Danske raised some feedback following an INSIGHT Demo and trail to say that in the location filtering option it would useful to have regions as a selection. e.g South West England, South East England, Midlands etc as they are looking to launch int...
There are no system reports available that will just provide you with a list of the specific packaged products for a Packager on a certain panel in the system. EMAIL QUERY = "What do you think would be the best approach for us when we get a packag...
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