4 results found
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Being able to edit introducer emails addresses
Having the ability to edit introducers emails
2 votes -
Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int
Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original introducer.
3 votes -
Source of Business
To enable capturing of Source of Business when creating a client. Examples would include Advertising, Branch Referral, Client referral, Existing client, Internal (Staff) referral), Introducer, Walk in, Mailshot, Adviser Prospect, Friends/Family, Purchased Lead, Website, Social Media, Telemarketing.
This could be included as part the existing Introducer screen when selecting if a client is via an introducer a client or adviser with additional field options depending on which option is selected
The field should be reportable3 votes -
Managing Introducers
Could you give functionality to firms to update introducer networks themselves i.e. leavers/transfers/promotions. Staff turnover and movements within EA environment is high so you will likely get a substantial amount of requests of this nature from us
12 votes
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