Settings and activity

117 results found

1. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

2. Bank Statements - Separate Personal / Business

   22 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

3. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

4. Revamp of Dashboard

   39 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

5. Client portal - Post message

   22 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

6. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

7. Update questions asked in Buildings and Contents

   19 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

8. Home Insurance Cases

   28 votes

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   under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

9. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

10. Mortgage Fees being added to the loan

    15 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

11. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

12. BTL FactFind

    24 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

13. Need to show "Equity Release" as a drop down option under "Additional Product Type"

    12 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

14. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

15. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

16. Automate protection shortfall

    13 votes

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

17. Ability to see how long a case has been at a particular stage

    12 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

18. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

19. Create an Automated Protection Review Task/Reminder

    14 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

20. More Efficient Remortgage Management

    19 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023