212 results found
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See details of outgoings and commitments by hovering over it.
Can You please add ability to see details of outgoings and credit commitments by hovering mouse over or ability to read only like in the documents section, it is going to be better than opening and saving every time.
3 votes -
Damon - Testing UV
Damon - Testing feedback in User Voice.
1 vote -
Reducing loan amount on re-mortgage
A question in the mortgage information if the loan is being reduced (on re-mortgage) that will then allow an amount to be entered and reduce the outstanding balance
1 vote -
Reducing loan amount on re-mortgage
Reducing loan
1 vote -
ADD occ type HOMEMAKER
EMPLOYMENT
ADD HOMEMAKER1 vote -
Search via lender ref, mortgage a/c no and address
Hello,
I think it would be a good idea to be able to case search via lender ref, mortgage a/c no and address. We get updates from lenders and solicitors in various different ways including this and it would help find the case quicker and more efficiently.
When looking for cases when the commission has not been able to be released it would be much easier to search for the correct case to match it with this way too.
Thanks :)
13 votes -
Residential Address Fact Find
When a residential mortgage completes, it now gives you the option to update the clients address to the new property, but this only updates the address on the summary page and not in the Fact Find. It would be useful if this was pulled through to the Fact Find.
11 votes -
Full notes
The introducers are wanting to see the full journey of notes not just the last note so they can see where the client is at and if they need to get involved with anything
1 vote -
Residential Status
Residential Status - please add living with partner.
7 votes -
Existing Mortgages Update with proc Fees Box
In existing mortgages, there is no option to add the proc fees recd. We are forced to put a renewal date in future. As an adviser we would like to put into the CRM everything from past to present and to future. Please update your software accordingly.
2 votes -
Refer a case from within the case itself
For example, to refer a protection case for an existing mortgage client, you first need to access the mortgage case, add a new protection policy, navigate back to the cases screen, identify the correct new product from the list, then click the three dots and refer.
It would be much easier if you could simply add the new policy, access it, and click a refer button within the case summary screen to refer it to another adviser.
1 vote -
Notes
Can we add a colour bar and a bolding bar to the notes section so if we need to make something stand out we can bold or colour this
4 votes -
Re-ordering Documents
Ability to rearrange order in Doc Store is a nice idea, but does not work! I put the documents in the order I want to see them, fine, but as soon as I add another document or amend the visible toggle it revert to the default setting again! I am having to constantly reset the order to the one I want
1 vote -
Retirement can be Primary Employment
Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'
2 votes -
CUT OUT DOUBLE KEYING
Allow population between boxed that ask for the same information
IE Offer Expiry date
Council Tax costs
expiry date of documents such as passport and driving licence3 votes -
tasks filter + priorities
Filters in tasks stays after navigating away, but they doesn't apply in reality.
For example I have chosen myself and another employee, but after navigating back it still shows 2 filters, but 0 tasks (I have 0 tasks for today, while another employee filtered still got tasks for today)Also, doesn't seem from my end to see any way to set priorities (or I haven't found it yet)
1 vote -
Protection review discussion section
Why under the Protection Review Discussion - does the OTHER dropdown not work anymore? Please can you rectify this.
1 vote -
Search using policy reference numbers
search for a case using policy reference numbers
11 votes -
ADD Label to show if a commitment is to be redeemed on completion
COMMITMENTS
Distinguish credit commitments that have been marked on file as to be redeemed on completion to those that are to remain
An Option would be to colour code or add a tick box to be redeemedPresently the only way to determine is to keep going in and out of the commitments which is frustrating and time consuming
3 votes -
Suitability letter
When making amendments to the suitability letter, we are unable to go back and undo mistakes. Which means we have to start again from the beginning if it hasn't been saved. Or if saved unable to undo something.
Having an undo/back button would be great.1 vote
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