Settings and activity

12 results found

1. 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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2. Clear all notifications

   40 votes

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   7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   This request is in development now.

3. 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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4. Ability to insert headers and footers on the Suitability Letter templates

   27 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Gregor McMeechan supported this idea  ·  Feb 16, 2021

5. Allow tokens to be deleted before preview or finalise

   18 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Gregor McMeechan supported this idea  ·  Feb 16, 2021

6. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Gregor McMeechan shared this idea  ·  Feb 8, 2021

7. Product Transfer as Buyer Type

   55 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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8. Suitability Letter - Add multiple products, and joint and single applicants

   36 votes

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Gregor McMeechan supported this idea  ·  Feb 8, 2021

9. Automate protection shortfall

   13 votes

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   under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Gregor McMeechan supported this idea  ·  Feb 8, 2021
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   Gregor McMeechan commented  ·  Feb 8, 2021  ·  Edit…  ·  Delete…

   Have different options to highlight the protection budget. At present Twenty7 Tec seems to default to life only while Mortgage Brain/Solution Builder doesnt do anything. It would be best if we can have a series of tick boxes so we can select life, life and cic, life or cic, IP.

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10. Review & Filter Protection referrals

    29 votes

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Gregor McMeechan supported this idea  ·  Feb 8, 2021

11. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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12. Add Feudal as a Tenure option for properties in Scotland

    12 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Gregor McMeechan shared this idea  ·  Jan 8, 2021