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Ability to change the Pre-Set Remortgage Contact Dates

Introduce the ability for advisors to customise the pre-set remortgage contact dates. This feature would allow advisors to set a preferred timeframe for all remortgage contact dates relative to the remortgage date.

By enabling this customisation, aim is to reduce the need for manual adjustments, currently set to 6 months, streamlining the process for advisors.

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Abdi Ahmed shared this idea  ·   ·  Report…  ·  Admin →
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  • Alex McCallum commented  ·   ·  Report

    This will add great value to our existing retention functionality.

  • Abdi Ahmed commented  ·   ·  Report

    E.g. In the settings a section which you can set your remortgage contact date to be automatically pre-set 3 months, 4 months , 6 Months to a year before the remortgage date. Instead of manually updating this to 3 months before.