Fact Find Generated!
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Date Created
Only Show Flagged Documents
Payslip
Missing Dates
Three cases need attention. Two client uploads require review. One lender has requested updated income evidence. No high-risk flags detected overnight. Pipeline remains stable. Average case velocity is unchanged. The only delay risk is a stalled application waiting on bank statements. Messages from four clients need replies. No compliance actions are overdue.
Assigned To
Select
Monthly Gross Pay
Monthly Net Pay
Employer
PPS Number
Pay Date
To-Do Context
Description
1 Document Attached
In Progress
Allow Leads to Automatically Start the Application
Assign Leads Based on Adviser Capacity
Note Title
23 Jul 2026
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Application
OT
Recipient Name
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Just Now
Sender Name
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Just Now
JL
EBS
First-Time Buyer 3-Year Fixed Rate Mortgage
Affordability
Affordable
APRC
3.25%
Fixed Rate
3 Year Fixed at 2.5%
Cashback
1%
0.5% Post-Drawdown
0.5% After 5 Years
Green Discount
0.5%
3.25% - 0.5%
Green Rate: 2.75%
BER for Green Discount
A1, A2, B1, B2, B2
Monthly Repayments
Fixed Term: €1,076.49
Variable Rate: €1,249.09
Stressed Rate: €1,399.31
Stressed = Var Rate + 2%
Menu Item
EBS
First-Time Buyer 3-Year Fixed Rate Mortgage
Affordability
Affordable
APRC
3.25%
Fixed Rate
3 Year Fixed at 2.5%
Cashback
1%
0.5% Post-Drawdown
0.5% After 5 Years
Green Discount
0.5%
3.25% - 0.5%
Green Rate: 2.75%
BER for Green Discount
A1, A2, B1, B2, B2
Monthly Repayments
Fixed Term: €1,076.49
Variable Rate: €1,249.09
Stressed Rate: €1,399.31
Stressed = Var Rate + 2%
Menu Item
First Name
Oscar Townsend
LW3049A
2 Tasks Pending
Document Upload
Advisers Assigned
€550,500
Task
This Task is Overdue
Please attend to it urgently or reassign it to prevent delays for your clients and the organisation
Task Type
Document Review
Assigned to
Jamie Lawless (You)
Task Details
Related Case
LW5398A - Oscar Townsend
Due Date
Current Task Status
Incomplete
Reference
Activity Event
15-01-26
09:17
Create a New Task
Task Name
Assigned to
Jamie Lawless (You)
Task Details
Due Date
Tag a Colleague
Attach a Case
Attach a Document
€10,000.00
€10,000.00
Flag
Flag
Current Tasks
Review flagged transactions
In Progress
Add suitability note
In Progress
Task History
Confirm source of transactions
In Progress
Review affordability impact
In Progress
Add explanation for discretionary spend
In Progress
Confirm frequency of gambling activity
In Progress
Upload missing bank statement
In Progress
Document Review
3 Issues Found
Bank Statement - HSBC
Gambling Detected
Visa Statement
Missed Payments
Bank Statement - Revolut
Large Transfers
Mortgage Amount
€500,000
Several high-risk flags have been identified. The application is in Document Review and progressing as expected. The primary delay risk is outstanding bank statements and client clarifications. There are no overdue compliance actions.
Input
ER
Client Name
4
Credit Check
Run an Experian Credit Check for Oscar Townsend
This helps confirm lender eligibility and affordability before progressing the application. Your client’s credit score will not be affected.
Client Name
Oscar James Townsend
Client Address
12E The Lofts
Chester Road
Brighton
BN11 8KD
Date of Birth
12 June, 1994
Previous Addresses
None
Electoral Roll
Matched
Client Consent
Consented