Settings and activity

49 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

   93 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 14, 2021

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

   16 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. Clear all notifications

    40 votes

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

11. 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

12. 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

13. 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

14. 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

15. Option Are you on electoral roll?

    26 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

16. 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

17. 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

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

    94 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

19. 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

20. BTL portfolio totals

    51 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021