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2 results found

  1. 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
    under review  ·  1 comment  ·  Admin →
    How important is this to you?

  2. 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

    13 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?
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