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6 results found

  1. UNABLE TO REACH CLIENT as an option for NPW

    27 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Paul Hancock commented  · 

    For new leads dropping directly into CRM

    Paul Hancock supported this idea  · 

  2. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Paul Hancock supported this idea  · 

  3. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    Paul Hancock supported this idea  · 

  4. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Paul Hancock supported this idea  · 

  5. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    69 votes

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    2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Paul Hancock supported this idea  · 

  6. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Admin →
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    Paul Hancock supported this idea  · 
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    Paul Hancock commented  · 

    Absolutely vital this method of customer contact is implemented asap . It`s proven open rates from SMS messages are much higher than emails.