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250 results found

  1. Additional Information Needed in Experian Credit Files

    The Experian Credit File needs to include:
    CCJs / dates of CCJs / CCJ payments / How much CCJs are for / Who CCJs are with / details of any defaults (who with and when)
    * Plus the same for any bankruptcies.

    This information is included in credit files direct from Experian and from other providers.

    1 vote

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    under review  ·  0 comments  ·  Admin →
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  2. Change 'Completion of Remortgage Date' label to 'Completion Date'.

    The completion date for a purchase is labelled "Completion Date" but for remortgage products, it's labelled "Completion of Remortgage Date" This refers to the date of completion for the current product, but because the labelling is different and somewhat misleading, and could be interpreted as the expected completion date for the future remortgage.

    This has a knock on effect for reporting.

    1 vote

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    under review  ·  0 comments  ·  Admin →
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  3. Email Preview

    Show a preview of the email before it is sent

    0 votes

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  4. Ability to download notes as part of Fact-find download

    Ability to have notes downloaded as well as part of the Fact-find that is downloadable

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  5. Solicitors

    It would be useful to be able to see full solicitors details on the case including postal address

    0 votes

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  6. 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

    0 votes

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  7. Whatsapp intergration and back and forward button for cases

    hi two things I would love.
    On a case summary having a button that allows me to either send a whattsapp message direct to the client that then auto loads into notes.
    Secondly a next and previous button on the case summary so I can move between cases.

    0 votes

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  8. Notifications

    1. Notifications not opening task itself, but just tasks section
    2. Mark all as read works opposite way and marking all UNREAD
    0 votes

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  9. 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

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  10. income summary

    i would love for the income page to show the gross income without having to open it all up :)

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