Fact Find - existing client jump straight in
I want to be able to select an existing client and 'jump' straight into the fact find to add any new property/mortgage which is to be done, currently I think you have to open up a remortgage opportunity then go to Mortgages/New mortgage/ add new mortgage. This is confusing to those who are not brilliant with tech, like my gaffer, because if you have a client with 30 remortgage opportunities set in the system which one do you 'view' just to be able to add a new deal?
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Lee Martin
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