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8 results found

  1. SEARCH BY PROPERTY ADDRESS

    Search for application using the mortgage address

    8 votes

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    planned  ·  1 comment  ·  Admin →
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  2. Document order

    Under documents. Please can you make is under section section so that we can put the documents in alphabetical order

    5 votes

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    planned  ·  1 comment  ·  Admin →
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  3. American formatting used for dates, used rather than Uk date

    I have noticed that when I type the date, it is coming through in the American format. Eg. 08/06/23 is pulling through as Sun, 6 August 2023. Is there any way to change this please as its very confusing as we are not in America and do not format dates like this.

    16 votes

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    planned  ·  2 comments  ·  Admin →
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  4. Additional Fact Find Fields

    There should be a section in the Fact Find to record client's 'Maiden Name' and 'Employer Contact Number'

    3 votes

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    planned  ·  0 comments  ·  Admin →
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  5. Select all buttons

    Can we have some select all buttons please. It would be really useful on the document store to be able to press select all and on the notifications screen to be able to mark all as read

    1 vote

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  6. Home Insurance Should Not be Under Protection Heading

    Home Insurance comes under the protection heading when adding a new client which is mis leading to clients as it's not Protection, it's GI and in a long way round affects how I pitch my clients.

    1 vote

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  7. More Information Should be Included on Workflow Tickets

    Workflow tickets should include additional information to help identify correct case.

    1 vote

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  8. Include 'Valuation Reports' in Document Type Drop-Down

    There is no option for 'Valuation Reports' and 'EPCs'. These documents need to be stored as 'Other' but they should be included as drop-down options.

    1 vote

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