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29 results found

  1. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    17 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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    Karen Clewes shared this idea  · 

  2. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Admin →
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    Karen Clewes supported this idea  · 

  3. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Karen Clewes supported this idea  · 

  4. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Karen Clewes supported this idea  · 

  5. Add Partnership to Self Employment Type

    17 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Admin →
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    Karen Clewes supported this idea  · 

  6. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Karen Clewes supported this idea  · 

  7. lender address book for points of contact and numbers

    32 votes

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    under review  ·  4 comments  ·  General  ·  Admin →
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  8. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Karen Clewes supported this idea  · 

  9. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Admin →
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