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Settings and activity

49 results found

  1. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Greg Burnett supported this idea  · 

  2. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Greg Burnett supported this idea  · 

  3. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Greg Burnett supported this idea  · 

  4. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Greg Burnett supported this idea  · 

  5. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Admin →
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    Greg Burnett supported this idea  · 

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

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Greg Burnett supported this idea  · 

  7. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Greg Burnett supported this idea  · 

  8. 1 click recent clients

    62 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Greg Burnett supported this idea  · 

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

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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    Greg Burnett supported this idea  · 
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