Settings and activity

25 results found

1. 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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   David Eggison commented  ·  Mar 7, 2024  ·  Edit…  ·  Delete…

   This would be a great asset. I have many clients asking me how to add info or upload documents etc especially when they have multiple cases. Being able to see the portal from their pov would help a great deal with these queries and save a lot of time and help with clients trust & understanding.

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   David Eggison supported this idea  ·  Mar 7, 2024

2. Adding an existing client to a case

   2 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   David Eggison shared this idea  ·  Mar 7, 2024

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

   54 votes

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   planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   David Eggison commented  ·  Jan 28, 2023  ·  Edit…  ·  Delete…

   It would also be useful to add the date of expiry for the EPC.

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   David Eggison supported this idea  ·  Jan 28, 2023

4. property details

   27 votes

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   under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Jan 28, 2023

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

   37 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   David Eggison shared this idea  ·  Dec 2, 2022

6. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

   14 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Dec 2, 2022

7. Time in Employment

   15 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   David Eggison supported this idea  ·  Dec 2, 2022

8. 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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   David Eggison supported this idea  ·  Jun 10, 2022

9. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   David Eggison commented  ·  Jun 10, 2022  ·  Edit…  ·  Delete…

   this is vital where clients are buying in a ltd company as you cannot reflect the true situation on the case and the work around is too complicated and means inputting false data into the system (i.e. creates additional cases which cant be linked)

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   David Eggison supported this idea  ·  Jun 10, 2022

10. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  May 31, 2022

11. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  May 31, 2022

12. Existing Properties Limited Company

    20 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  May 31, 2022

13. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    David Eggison commented  ·  Oct 28, 2021  ·  Edit…  ·  Delete…

    whilst I understand that some stages cannot be customised as they tie up with Lenders can we have the ability to customise this that don't

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    David Eggison supported this idea  ·  Jun 11, 2021

14. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Oct 28, 2021

15. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    David Eggison commented  ·  Oct 10, 2021  ·  Edit…  ·  Delete…

    this is relevant to returning Expats also as many lenders require the borrower to have been resident in the UK for a minimum period of time.

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    David Eggison supported this idea  ·  Oct 10, 2021

16. Valuation Fee to be added to FF

    11 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Oct 10, 2021

17. Multiple products on a mortgage

    93 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Oct 10, 2021

18. 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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    David Eggison supported this idea  ·  Oct 10, 2021

19. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Oct 10, 2021

20. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    David Eggison supported this idea  ·  Oct 10, 2021