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7 results found

  1. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Admin →
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  2. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Francis Cole supported this idea  · 

  3. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Francis Cole supported this idea  · 

  4. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Admin →
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    Francis Cole supported this idea  · 

  5. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Francis Cole supported this idea  · 

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

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Admin →
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    Francis Cole commented  · 

    Would like to be able to add Bank Details for each client, not just the account where the mortgage is coming from

    Francis Cole supported this idea  · 

  7. Sourcing by Cheapest Overall product

    12 votes

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    under review  ·  1 comment  ·  Sourcing  ·  Admin →
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    Francis Cole shared this idea  ·