172 results found
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Damon - Testing UV
Damon - Testing feedback in User Voice.
1 vote -
Reducing loan amount on re-mortgage
A question in the mortgage information if the loan is being reduced (on re-mortgage) that will then allow an amount to be entered and reduce the outstanding balance
1 vote -
Reducing loan amount on re-mortgage
Reducing loan
1 vote -
ADD occ type HOMEMAKER
EMPLOYMENT
ADD HOMEMAKER1 vote -
Living With Family - Address History Dropdown
Living with family in address history
1 vote -
Full notes
The introducers are wanting to see the full journey of notes not just the last note so they can see where the client is at and if they need to get involved with anything
1 vote -
a
Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered
0 votes -
income summary
i would love for the income page to show the gross income without having to open it all up :)
0 votes -
Refer a case from within the case itself
For example, to refer a protection case for an existing mortgage client, you first need to access the mortgage case, add a new protection policy, navigate back to the cases screen, identify the correct new product from the list, then click the three dots and refer.
It would be much easier if you could simply add the new policy, access it, and click a refer button within the case summary screen to refer it to another adviser.
1 vote -
You should not be able to to Not proceed a case as easily as it happens, human error sometimes means cases are closed accidentally and we sh
You shouldn't be able to Not proceed a case so easily, human error dictates this is sometimes done in error and there is no going back. These cases should have the ability to be reopened (even if an explanation is needed). causes so much work to rekey and sort other stuff in the background - clients sometimes change their mind and if they come back we can't reopen cases
In addition there should be are you sure you want to close this case Yes/ No options as at the moment there is no fail safe.
2 votes -
Re-ordering Documents
Ability to rearrange order in Doc Store is a nice idea, but does not work! I put the documents in the order I want to see them, fine, but as soon as I add another document or amend the visible toggle it revert to the default setting again! I am having to constantly reset the order to the one I want
1 vote -
tasks filter + priorities
Filters in tasks stays after navigating away, but they doesn't apply in reality.
For example I have chosen myself and another employee, but after navigating back it still shows 2 filters, but 0 tasks (I have 0 tasks for today, while another employee filtered still got tasks for today)Also, doesn't seem from my end to see any way to set priorities (or I haven't found it yet)
1 vote -
Protection review discussion section
Why under the Protection Review Discussion - does the OTHER dropdown not work anymore? Please can you rectify this.
1 vote -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
2 votes -
Suitability letter
When making amendments to the suitability letter, we are unable to go back and undo mistakes. Which means we have to start again from the beginning if it hasn't been saved. Or if saved unable to undo something.
Having an undo/back button would be great.1 vote -
total repayment value
Add a tab to input the total repayment value on the mortgage information section. to allow it to pull through on the suitability letter.
1 vote -
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date
3 votes -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
1 vote -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
2 votes -
Drop Down Boxes
Why have you restricted the drop down boxes so they only show 3 options at a time, it now takes longer to find and select the option.
1 vote
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