Settings and activity

12 results found

1. Customisable fields- Add Offer Issue date as a mandatory field on the customisable workflow

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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2. Amend policy numbers/ mortgage account numbers after marked completed

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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3. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   66 votes

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   planned  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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4. Ability to Split Client/Broker Fees

   23 votes

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   under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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   Rob Gill supported this idea  ·  Apr 8, 2021

5. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Rob Gill supported this idea  ·  Mar 24, 2021

6. Add self build to purchase type in fact find

   22 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Rob Gill supported this idea  ·  Mar 24, 2021

7. 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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   Rob Gill supported this idea  ·  Mar 5, 2021

8. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Rob Gill supported this idea  ·  Jan 18, 2021

9. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Rob Gill shared this idea  ·  Jan 6, 2021

10. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Rob Gill supported this idea  ·  Jan 6, 2021

11. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Rob Gill supported this idea  ·  Jan 6, 2021

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

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Rob Gill supported this idea  ·  Jan 6, 2021