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8 results found

  1. Multiple products on a mortgage

    91 votes

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    planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Richard Webb supported this idea  · 

  2. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Richard Webb supported this idea  · 

  3. Select All Option for Bulk email

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Richard Webb supported this idea  · 

  4. BTL portfolio totals

    49 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Richard Webb shared this idea  · 

  5. 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  ·  Admin →
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    Richard Webb supported this idea  · 

  6. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Admin →
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    Richard Webb supported this idea  · 

  7. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Richard Webb supported this idea  · 
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    Richard Webb commented  · 

    To add to this: I don't mind using MailChimp, but I would like the ability set my own template emails as the defaults for Fact Find invites and case status changes. It is not intuitive to have to cancel the system's default emails, and manually send the MailChimp ones

  8. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Richard Webb commented  · 

    The expenditure section does not allow for a detailed enough breakdown. It would be useful to have separate categories for things such as mobile phones, buildings insurance, car insurance and maintenance, professional fees, personal pension contributions etc.
    At present these commitments can only be lumped together under 'Other Expenditure. Many lenders' affordability calculators expect these expenses to be recorded separately however

    Richard Webb supported this idea  ·