Settings and activity

34 results found

1. Update questions asked in Buildings and Contents

   19 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Dec 9, 2020

2. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Dec 9, 2020

3. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Sep 23, 2020

4. 1 click recent clients

   62 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Sep 23, 2020

5. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Sep 23, 2020

6. Inmprove the product transfer workflow

   11 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop shared this idea  ·  Sep 23, 2020

7. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Sep 23, 2020

8. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop supported this idea  ·  Sep 23, 2020

9. Allow tokens to be deleted before preview or finalise

   18 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   The Mortgage & Insurance Shop shared this idea  ·  Aug 26, 2020

10. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    The Mortgage & Insurance Shop supported this idea  ·  Aug 26, 2020

11. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    The Mortgage & Insurance Shop supported this idea  ·  Aug 26, 2020

12. Integration with a text messaging service

    31 votes

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    under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    The Mortgage & Insurance Shop commented  ·  Jul 16, 2020  ·  Edit…  ·  Delete…

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    The Mortgage & Insurance Shop supported this idea  ·  Jul 16, 2020

13. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    The Mortgage & Insurance Shop supported this idea  ·  Jul 7, 2020

14. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    The Mortgage & Insurance Shop supported this idea  ·  Jul 7, 2020