Skip to content

If you cannot find a suitable forum then please post your feedback here

General

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 11 ideas
- Document Store 17 ideas
- Emails 21 ideas
- Fact Find 84 ideas
- General 167 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 12 ideas
- Notifications 7 ideas
- Protection 21 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 13 ideas

documents list

more comprehensive list of documents to upload or a standard tick list which includes credit file copies

3 votes

INFO ACCOUNT shared this idea · Apr 10, 2021 · Report… · Admin →

declined ·

Thora Kehoe Adviser responded · Feb 1, 2022

This idea has been archived due to inactivity.

Thanks,

Product Team

An error occurred while saving the comment