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INSIGHT Ideas
4 VOTE
Created by Guest
Created on Feb 17, 2020

SOURCE filter visibility

For the future of both lender and intermediary Insight development, having visibility over the filters used to source by brokers when sourcing would benefit both target markets.

Lenders - To understand how their distribution are sourcing and how to increase their chances of product selection. i.e. if 60% of their distribution are using True Cost as a metric, they can apply this to their own product display and rank higher.

Brokers - for compliance practices - ensure that brokers are not gaming the system to get specific lenders to appear higher. And to ensure that the filters used reflect the needs of the customer which will in turn, reduce risk for the intermediaries.

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    David Teague
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    Mar 3, 2020

    Hi Hannah,

    Am I to assume that you would just want this to be displayed within INSIGHT Data Extract? Maybe adding a column against the Search, containing the variables that were passed into the Search in SOURCE?

    Thanks

    David