289 results found
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ADD occ type HOMEMAKER
EMPLOYMENT
ADD HOMEMAKER1 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 -
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 -
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 -
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 -
Populate employment history tab with data held in current employment if there is a notification of job change to avoid need for double keyin
INCOME
when a customer notifies of a new job, offer the option to make previous employment captured to be recorded under employment history.
Presently necessary to double key by adding the data to employment history box and remove from current
1 vote -
Acknowledgement document confirmation
It would be helpful to be able to download a hard copy of documents with confirmation of the date and time of the clients acknowledgement.
1 vote -
Change Mortgage info layout back to before
Not a fan of the new way the mortgages are laid out and we fill out the info (Mortgage size etc, sols). The previous layout system was much better, this new one flicks about too much between different aspects. No clear route
1 vote -
ADD Description box in Income - HOMEMAKER
ADD BOX - INCOME
Homemaker amongst options1 vote -
Current error with documents
What is going on? I've had lots of documents uploaded by customers, which I can't view or download. Is this error being investigated?
1 vote -
CUT OUT DOUBLE KEYING
CUT OUT THE NEED TO DOUBLE KEY
1 vote -
portfolio clint
Excel spreadsheet for portfolio property to be print off for lender.
1 vote -
All to add another fee type or buyer type
We need another field where a fee/invoice date/paid date that can be linked to a client for a flat fee that isn't linked to either a mortgage or protection sales. We offer some mortgage-related services and referrals that involve a flat fee being paid and so we need this linked to the client, without having to put a mortgage/protection case live.
1 vote -
Move and Legal as Conveyancing options
Move and Legal as Conveyancing options
1 vote -
Have Sort Refer as a conveyancing option
Have Sort Refer as a conveyancing option
1 vote -
Service Charge needs to be clearly requested in Expenditure AND used in the financial overview
service charge is not deducted in financial overview neither is it clearly shown under expenditure, but this is a sizeable outgoing!
1 vote -
Select development as a product type, with sub headings for cost of works/ GDV.
Select development as a product type, with sub headings for cost of works/ GDV.
1 vote -
Rolled or Retained Interest is not an option as a payment type
Rolled or Retained Interest is not an option as a payment type
1 vote -
add refinance as the repayment vehicle
add refinance as the repayment vehicle
1 vote
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