Settings and activity

49 results found

1. Product Transfer as Buyer Type

   57 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

2. Outlook Calendar integration

   28 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

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

4. Electronic signatures

   85 votes

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

5. Remo Op on the dashboard

   32 votes

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

6. Give clients the ability to add a second applicant themselfs on the client portal

   63 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

7. Client portal notifications

   47 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

8. 1 click recent clients

   65 votes

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

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

   48 votes

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   planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021