23 votes

Retirement age in broker fact find

For easier transition to retirement, is it possible to have the clients enter their expected retirement age, and method of paying out the loan after retirement during the fact-find completion? More and more lenders are requesting this and it would be handy to have it early in discussions.

Category: Broker Fact Find Ian Manieri shared this idea

4 Comments

  • Warren Pavey says:

    Need to be careful of putting too much in the Fact Find as clients are already confused and don’t put in the correct information. Brokers need to have the conversation, so maybe just make the comment:

    If you are 45 years of age or over, your broker will be asking you these questions ……

  • Cristian Tihon says:

    Retirement age and age of kids would be great

    • Olivia Zhao says:

      Hi Ian, thanks for sharing this idea! Our Product Team will review this feature request as a potential future enhancement .

      Stay tuned for updates on this request and we look forward to hearing more of your suggestions!

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