Settings and activity

15 results found

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

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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2. DigIdentity Payment Options

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3. Experian Credit Used on Completion

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4. Pensions & Investments Should Not be Automatically Added as Cases

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

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

   22 votes

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   under review  ·  1 comment  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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   Rob Gill supported this idea  ·  Apr 8, 2021

8. 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

9. Add self build to purchase type in fact find

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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

10. Include Broker fee and solicitor fees on the dashboard

    43 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Rob Gill supported this idea  ·  Mar 5, 2021

11. 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

12. 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

13. 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

14. Two way email integration

    142 votes

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

15. 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