10 results found
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Electronic signatures
Ability to capture electronic signatures from clients to sign the IDD – Fee agreement we currently send it to them via Adobe for electronic signature as we require a signed copy on file
In App document signing
Rather than acknowledgement he would like clients to be able to put a signature on documents on the document store
83 votes -
Optional Suitability Report Tokens - Tokens inside optional content
Include optional choices
Include tokens inside optional content
36 votes -
Suitability Letter - Add multiple products, and joint and single applicants
Protection Suitability report, being able to include multiple products, some joint, some single but advised together.
35 votes -
Ability to insert headers and footers on the Suitability Letter templates
Ability to insert headers on the Suitability Letter templates
27 votes -
Would be wonderful to have an ability to amend Suitability Report after it was finalised.
Sometimes we make some accidental mistakes on the Suitability Report or mortgage details change after the application was reviewed by underwriters so we need to change only a few details and in order to do that now we have to generate totally new report. It consumes a lot of time.
19 votes -
Enable us to edit spacing on suitability reports
Please can you change the suitability report template so that we can edit the spacing to single line spacing. I have to edit mine loads once it downloads and i open in word. The template doesn't allow for editing of spacing in paragraphs.
18 votes -
Allow tokens to be deleted before preview or finalise
allow for tokens to be deleted before preview or finalse otherewise you have to create single life , joint life templates for every product category!
18 votes -
replicate The Key's report generator
i suggest looking at The Key and how the suitability report generator report works and replicate it, anything is better than this.
You need more tokens that are for mortgages - which includes the simple things like adding fees, deposits, loan parts and if protection advice was taken/declined.I actually do not use this as it is not fit for purpose and use my own template..
4 votes -
To be able to move the boxes on the Suitability Report
The ability to move the boxes on the page once it has been completed and saved as a PDF. Sometimes the spaces between the text boxes need adjusting but as they are fixed it makes it impossible to amend. This makes the letter seem very unprofessional to send to clients.
2 votes -
1 vote
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