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30 results found

  1. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    David Grimshaw supported this idea  · 

  2. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Admin →
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    David Grimshaw supported this idea  · 

  3. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    David Grimshaw supported this idea  · 

  4. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Admin →
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    David Grimshaw supported this idea  · 

  5. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    David Grimshaw 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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    David Grimshaw supported this idea  · 

  7. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Admin →
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    David Grimshaw supported this idea  · 

  8. 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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    David Grimshaw supported this idea  · 

  9. Add Partnership to Self Employment Type

    17 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Admin →
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    David Grimshaw shared this idea  · 

  10. Clear all notifications

    40 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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    David Grimshaw supported this idea  · 
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