Settings and activity

40 results found

1. Download all button document store

   71 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Stacey Smith supported this idea  ·  Aug 18, 2021

2. Outlook Calendar integration

   26 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

3. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

4. Remo Op on the dashboard

   29 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

5. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

6. 1 click recent clients

   62 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

7. 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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   Stacey Smith supported this idea  ·  Aug 18, 2021

8. Client portal notifications

   43 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

9. Integration with a text messaging service

   31 votes

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   under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Stacey Smith supported this idea  ·  Aug 18, 2021

10. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

11. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

12. 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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    Stacey Smith supported this idea  ·  May 13, 2021

13. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

14. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

15. 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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    Stacey Smith supported this idea  ·  May 13, 2021

16. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

17. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

18. 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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    Stacey Smith supported this idea  ·  May 13, 2021

19. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021

20. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  May 13, 2021