97 results found
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Change the order of documents in Document Store
When documents have been uploaded to the Document Store, it would be helpful if the order could be amended. So that documents could then be listed in date order, or with other documents of the same type rather than just the order in which they were uploaded. It would make it easier to see at a glance what was there/what was still required.
5 votesArchived due to inactivity
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Have Holiday Let as another Additional Product Type
Holiday Let as additional product type
4 votesArchived due to inactivity
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get affordability check (as per MBT)
affordability
4 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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Notifications
Is it possible to time stamp the notification bell in top right corner?
3 votesHi all, we will be able to timestamp each notification but not the bell itself
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Solicitor address visible
Have Solicitor address as line item
3 votesArchived due to inactivity
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Move factfind from the drop down box in document store from other to compliance documents
Move factfind from the drop down box in document store from other to compliance documents
3 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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documents list
more comprehensive list of documents to upload or a standard tick list which includes credit file copies
3 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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We need to have the option to select which IDD we want the client to accept
It could be a regulated or unregulated sale, as well as advised or unadvised for protection and we need the option to select which one the client sees
3 votes -
Schedule Meeting button should be part of the add New Lead process
You want to add your new lead onto the system, assign to an adviser, track your lead, schedule a meeting then send out a Fact Find for the client to fill in prior to the meeting.
3 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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Search by telephone number
Please consider adding the ability to search for a client with their telephone number. When we get a missed call and we see the number that called, this would be great if we can then locate who that call was from just by adding their number in the search bar.
3 votesArchived due to inactivity.
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Reduced Fact find for non-regulated mortgages
Reduced Fact find for non-regulated mortgages , as we don't need all the extra info . Would be great to have them greyed out or choose what we ask the client so they aren't filling in information we don't need.
2 votesMoved to Archive due to inactiviy or votes in 6months
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MailChimp Templates More Accessible
Mailchimp templates should be more accessible throughout the platform, instead of only from the Cases page. The option to send an email could be added next to Notes and Tasks, with Mailchimp templates available to send personalised emails to clients easier.
2 votesMarked as Archive. Less than 3 votes in over 6 months.
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Notes down load in Excel, Pdf would be better
Notes down load in Excel, Pdf would be better
2 votesThis idea has been Archived. Less than 3 votes in 6months.
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Log changes to Fact Find
Need to know what changes have been made to a fact find either by the client or the adviser
2 votesArchived due to inactivity
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Small amendments to fact find
Is it possible to add bank details for the mortgage direct debit payment?
Also is it possible to add mother's maiden name on to the fact find? Some lenders ask for it2 votesArchived due to inactivity
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Dark Mode
I would suggest a dark mode availability, or different colour schemes
2 votesArchived due to inactivity
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Foreign Currency option
Can you please provide the option to select foreign currencies in Salary & Income fields as many of my clients are based outside the UK
2 votesArchived due to inactivity
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Pipeline report
Pipeline reports. It would be really good if we can track the current cases we have and which stage they are at. the current reports doesn't do this well because it double counts cases and also there is no way you can print this off.
2 votesArchived due to inactivity
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2 charges on a property
Ability to add second charges on existing properties. For example, I'm doing a residential remortgage but the property currently has 2 charges on it, not just one
2 votesArchived due to inactivity.
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Wills section
Section for Wills
2 votes
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