Settings and activity

4 results found

1. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Richard Harris supported this idea  ·  Nov 19, 2020

2. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Richard Harris supported this idea  ·  Nov 19, 2020

3. 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  ·  Delete…  ·  Admin →
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   Richard Harris commented  ·  Aug 24, 2020  ·  Edit…  ·  Delete…

   Add a button to the top of the credit history section allowing us to answer all questions 'No' rather than individually.

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   Richard Harris supported this idea  ·  Aug 24, 2020

4. Include Broker fee and solicitor fees on the dashboard

   44 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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