Settings and activity

27 results found

1. Electronic signatures

   85 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Georgia Evans supported this idea  ·  Apr 24, 2025

2. Add BMI field to Protection Fact Find

   4 votes

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Georgia Evans supported this idea  ·  Oct 7, 2024

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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   Georgia Evans supported this idea  ·  Oct 7, 2024

4. To show when another user is viewing the case (either client or another staff member).

   18 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Georgia Evans supported this idea  ·  Oct 7, 2024

5. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Georgia Evans supported this idea  ·  Oct 7, 2024

6. Meeting dates & Mode of meeting

   25 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Georgia Evans supported this idea  ·  Oct 7, 2024

7. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Georgia Evans supported this idea  ·  Oct 7, 2024

8. 1 click recent clients

   64 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Georgia Evans supported this idea  ·  Oct 7, 2024

9. All to add another fee type or buyer type

   1 vote

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Georgia Evans shared this idea  ·  Oct 7, 2024

10. Select Different Buyer Type for Applicants on Joint Case

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

11. Referral Commission Field

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

12. American formatting used for dates, used rather than Uk date

    17 votes

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

13. SEARCH BY PROPERTY ADDRESS

    12 votes

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    planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

14. Task Notifications

    12 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

15. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

16. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

17. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

18. Revamp of Dashboard

    39 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

19. More Efficient Remortgage Management

    19 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024

20. can we add the clients actual age next to their date of birth.

    5 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Georgia Evans supported this idea  ·  Oct 7, 2024