Date moved into current address
At present it doesn't seem possible to obtain 3 years' address history from a customer. I suggest that 'date moved to address' is added and a prompt to include 3 years' worth of address's is added, as mortgage Fact Finds seem impossible at present.
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Comments4
John Bowden
Mar 17, 2025
Also status at address i.e. Homeowner, Rented, With Family etc
Tracy Holdt
Apr 3, 2025
Hi @John Bowden & @Dominic Searle we have done some recent changes with addresses, how have you found this?
John Bowden
Apr 3, 2025
Much better thanks Tracy. During fact finding the sweet spot would be the system prompting for a previous address if they state they have been at the current one for less than 3 years (for example). However what you have done is a huge improvement!
Tracy Holdt
Apr 23, 2025
Thanks John.
I’ve added your comment above as a further feature item from you.