Settings and activity

95 results found

1. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

2. Pre-Filled Categories

   37 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Frankie Cole commented  ·  Jun 17, 2021  ·  Edit…  ·  Delete…

   I agree would like the Expenditure tab broken down a lot further. Maybe use the one in Twenty 7 Tec. Would also be good if the clients income pulls through and shows there overall monthly budget. I am with MAB and there system is brilliant for this.

   Also can take away one persons income to show a shortfall excellent for protection sales

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   Frankie Cole supported this idea  ·  Jun 17, 2021

3. B&C Renewal Date

   17 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023
   Frankie Cole shared this idea  ·  Jun 17, 2021

4. Sourcing by Cheapest Overall product

   12 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

5. Other income to pull through to 27tec

   13 votes

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   under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

6. UNABLE TO REACH CLIENT as an option for NPW

   27 votes

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   planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

7. Show solicitor practice address details

   19 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

8. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

9. Option Are you on electoral roll?

   28 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jun 17, 2021

10. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jun 17, 2021

11. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jun 17, 2021

12. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jun 17, 2021

13. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jun 17, 2021

14. Case Requirements Box - Document Checklist

    55 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jun 17, 2021

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

    60 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jun 17, 2021