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 11 ideas
- Cases View 17 ideas
- Client Portal 23 ideas
- Dashboard 11 ideas
- Document Store 22 ideas
- Emails 31 ideas
- Fact Find 108 ideas
- General 287 ideas
- Introducers 6 ideas
- Lender Integration 5 ideas
- Notes 13 ideas
- Notifications 9 ideas
- Protection 26 ideas
- Reporting 9 ideas
- Sourcing 5 ideas
- Suitability Report Generator 11 ideas
- Tasks 10 ideas
- Workflow 16 ideas

Additional Case stage

Have a stage between Decision in Principle and Pre-offer processing once a case has been keyed but perhaps not sent over for administrative processin

1 vote

Shelby Harding shared this idea · Jan 22, 2026 · Report… · Admin →

An error occurred while saving the comment