Settings and activity

50 results found

1. Mortgage Fees being added to the loan

   14 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 14, 2021

2. Multiple products on a mortgage

   92 votes

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   planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 14, 2021

3. 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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   Greg Burnett commented  ·  May 14, 2021  ·  Edit…  ·  Delete…

   Clients don't need to be asked about if they want fixed or discounted rates or what term they require or if they would reduce the term to fit their budget etc. For FTB's this can be overwhelming.

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   Greg Burnett supported this idea  ·  Apr 7, 2021

4. Show cases as overdue once Follow up time/date is reached

   15 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 10, 2021

5. Employer details improvement

   17 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 17, 2021

6. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Greg Burnett shared this idea  ·  Apr 15, 2021

7. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Greg Burnett commented  ·  Apr 15, 2021  ·  Edit…  ·  Delete…

   It would be helpful if the client could see a list of required documents in the document store.

   Also if we could upload documents to the system that then get automatically added to every case.

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   Greg Burnett supported this idea  ·  Apr 7, 2021

8. Other income to pull through to 27tec

   13 votes

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   under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 15, 2021

9. Sourcing by Cheapest Overall product

   12 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

10. Review & Filter Protection referrals

    29 votes

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

11. Clear all notifications

    39 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

12. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

13. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

14. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

15. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

16. Option Are you on electoral roll?

    25 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

17. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

18. 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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    Greg Burnett supported this idea  ·  Apr 7, 2021

19. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

20. 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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    Greg Burnett supported this idea  ·  Apr 7, 2021