Settings and activity
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33 votes
Greg Burnett
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25 votesGreg Burnett
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66 votesGreg Burnett
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26 votesGreg Burnett
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143 votesGreg Burnett
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An error occurred while saving the comment An error occurred while saving the comment Greg Burnett
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Currently to send an email to both clients on a joint app you have to search for them seperately by name (easy if they have the same surname) then send email.
We need to be able to select both applicants at the same time to send the same email. Also its ridiculous that you cant choose to email clients from within there own caseAn error occurred while saving the comment Greg Burnett
commented
Ability to email clients from within the case view
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80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
An error occurred while saving the comment Greg Burnett
commented
The expenditure box needs to automatically show on the client FF so it can't be missed.
Existing mortgages should auto populate from the existing properties section and credit commitments then auto populate from the commitments section.
The planner itself also need a more detailed breakdown to aid compliance and completing calcs/apps. (Our in house budget planner has 37 fields, some may think excessive but it can help with protection sales when clients realise the cost of the plan is nothing compared to what they spend on other things they class 'essential')
Council tax doesn't need to be an annual amount as this can confuse clients into thinking the planner is annual. (Also this field is asked multiple times during the FF, can it not auto populate once it's entered in one of them)
Once complete a budget page would be great that auto calculates the difference between income / outgoings then allows us a box to enter what the client feels comfortable with as their monthly mortgage and protection budget.
An error occurred while saving the comment Greg Burnett
commented
Net pay should be linked to expenditure and commitments so we can easily see how much a client has left each month for calculating a budget. It's a simple sum to do but seen as the system is supposed to be about saving us time it would be helpful if it could do this
Greg Burnett
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13 votesGreg Burnett
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26 votesGreg Burnett
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14 votesGreg Burnett
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25 votesGreg Burnett
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34 votesGreg Burnett
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41 votesGreg Burnett
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71 votesGreg Burnett
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36 votesGreg Burnett
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35 votes
An error occurred while saving the comment Greg Burnett
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I agree and think this should be prioritised.
The more it's broken down the easier it is for clients to accurately complete too
Greg Burnett
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23 votesGreg Burnett
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13 votesGreg Burnett
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14 votesGreg Burnett
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27 votesGreg Burnett
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17 votesGreg Burnett
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This needs to be prioritised! Trying to send an email to two clients on a case with different names is slow as you have to search for them both separately on the cases view.
We need to be able to select both clients whilst in the case summary and choose a template or compose a case note if required.