303 results found
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Reminder contact email for when b&C renewals are close and same with protection side.
Reminder contact email for when b&C renewals are close and same with protection side.
1 vote -
Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user
Ability to see a report of all Home Insurance cases which have policies ending in a specific future timeframe selectable by the user
1 vote -
Not proceeded with cases identifiable on case drop down
When in the case summary, at the moment when you click on the case arrow to bring up all cases, none of them show if they have been updated as not proceeding/abandoned. It would help if we could have a notification next to any case that is not proceeding as we have to click into them to see if they are current files.
1 vote -
Ability to gate user access with Experian credit searches
Ability to gate user access for Experian credit searches
1 vote -
Lock Fact find
Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).
1 vote -
Full Protection Fact Find
Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain
1 vote -
Ability to "sort" and "filter" in the Tasks view
Tasks are presented in date/time order. It would be useful to be able to sort alphabetically on the task title and the client name (and also to filter these). When there's a long list of tasks you have to look through them all to establish a set of similar tasks (that may be due on different days, but would be beneficial to do as a batch) and where one client may have multiple cases that have actions. Ability to assign priority would also be useful. There is a status column that has nothing populated in it - that would also…
1 vote -
Documents
I want to change the filing system so I can work and add documents in the correct order for compliance as the standard process is absolutely *****. Handed. can we please get something done as soon as possible? It's ridiculous this
1 vote -
MM Marco Maffei System Administrator 1.14.41.2887 New Case Logout HomeBuyer Hub Customer Support 50+ Suitability Report Template
how do I speak to IT,
1 vote -
Templates for Notes section
Templates for Notes section
1 vote -
Remo window reduction
Can we please reduce remo notifications to 4 months as 6 months is way too long before and window is not even open for PT's. This way client will receive more accurate notifications.
1 vote -
Customize workflow and tailor it
Ability to add individual workflows in workflow builder for each user rather than have the workflow applied to all users.
Also the ability to have an 'opt in' or out feature of the workflow for users to opt in or out when creating a case
1 vote -
Add "child" as category under Dependants
Under dependants add category for "Child" as we do not always know if son or daughter and are limited to the information we can ask for
1 vote -
Issue with entering council tax figure
Issue with Council Tax figure affecting disp[osable income
1 vote -
Task alert
Currently there is no alert for the tasks pending and overdue. It is better to incorporate task alert rather than checking manually.
1 vote -
Case List
Can you look at adding two pieces of information to the CASES list.
1. The case number relevant to that case
2. A drop down box to show the stage the case is at and to be able to move through/search stages from that screen rather than the workflow - i.e. Pre offer stage - Completion etc...1 vote -
Report bugs
A streamlined way to report bugs that doesn't involve fighting your AI to raise a ticket and then going back and forward to help identify the issue
1 vote -
Errors on Smart connect for Halifax
there are some errors on smartr connect for Halifax that need addressing:
For remortgage - the following error is displayed if you state the existing mortgage is to be repaid but id you follow the instructions The existing mortgage if left as outstanding on the Halifax DIP meaning the case is always declined.Details: Existing Mortgage: 'Is this mortgage to be repaid before completion of new mortgage' should be marked as 'No' if you are re-mortgaging this property
Also the child care comitment is not pulled through
1 vote -
Case ID visible near delete button
Would be useful along side the delete button under the protection policies viewed the individual case number
1 vote -
Including pension income into financial overview
One thing that isn't included within financial overview is a persons retirement income?
1 vote
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