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335 results found

  1. Compliance Module

    There needs to be a Compliance module - needs to be able to assess risky cases, it also needs to put cases in a holding pen where a compliance officer can check the cases.

    28 votes

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    under review  ·  0 comments  ·  Admin →
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  2. Employer details improvement

    Please add an area in current employment not only for employers address but also contact number and possibly even supervisor or HR contact name

    18 votes

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    under review  ·  2 comments  ·  Admin →
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  3. lender address book for points of contact and numbers

    lender contact address book/contact details

    34 votes

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    under review  ·  4 comments  ·  Admin →
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  4. Ability to set diary entries via Smartr

    Ability to set diary entries via Smartr

    Book meetings in calendars/ have visibility over advisers calendars

    26 votes

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    under review  ·  2 comments  ·  Admin →
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  5. Current mortgage payment

    Current mortgage payment is pre-populated in the existing mortgage section after completion. The mortgage payment for the new mortgage should be pre-populated NOT the current payment.

    0 votes

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  6. You’ve now got all the details needed to raise the ticket: Rameez Hussain: rajar3922@gmail.com / 07492908917 Shafia Arshad: Shafia.arshad27@

    You’ve now got all the details needed to raise the ticket:
    Rameez Hussain: rajar3922@gmail.com / 07492908917
    Shafia Arshad: Shafia.arshad27@gmail.com / 07938166989
    Just confirm one thing so the ticket is complete: are you searching in Cases or Workflow?
    case search please

    0 votes

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  7. Search enhancement

    search using a limited company name for BTL mortgages instead of borrower name.

    It makes it difficult remembering borrower names and best to search for SPV name instead

    0 votes

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  8. Vulnerability/Tailored Support Section

    • Is there a way we can a Vulnerability section when completing a customer Fact Find and this can pull through to the next sections such as the protection and suitability letter.
    0 votes

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  9. Problem with Saving Passport and Employment Information

    We are facing an issue when entering the Passport Number and Issuing Country. The system does not allow the client to save the data after these fields are filled. Additionally, at times the system also does not allow entry of current employment details.

    0 votes

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  10. Email Preview

    Show a preview of the email before it is sent

    0 votes

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  11. Ability to download notes as part of Fact-find download

    Ability to have notes downloaded as well as part of the Fact-find that is downloadable

    0 votes

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  12. Solicitors

    It would be useful to be able to see full solicitors details on the case including postal address

    0 votes

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  13. Notifications

    1. Notifications not opening task itself, but just tasks section
    2. Mark all as read works opposite way and marking all UNREAD
    0 votes

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  14. a

    Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered

    0 votes

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  15. income summary

    i would love for the income page to show the gross income without having to open it all up :)

    0 votes

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