Settings and activity

63 results found

1. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

   22 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

2. Optional Email Addresses for clients

   35 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

3. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

4. Put an LTV calculator in the mortgage factfind

   29 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

5. Estate Agent and Solicitor on Summary Screen

   46 votes

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   planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

6. BTL portfolio totals

   53 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

7. BTL FactFind

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

8. Amend policy numbers/ mortgage account numbers after marked completed

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   William Adkin supported this idea  ·  Jan 29, 2024

9. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   William Adkin supported this idea  ·  Jan 29, 2024

10. Existing Properties Limited Company

    21 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

11. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

12. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

13. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

14. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

15. Automatically move Employment details From Existing to History on Employment change

    40 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

16. Add a field for property EPC Rating to the Fact Find

    58 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

17. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

18. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    18 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

19. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024

20. Client portal /portfolio of properties

    20 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    William Adkin supported this idea  ·  Jan 29, 2024