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9 results found

  1. 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  ·  Admin →
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    Paul Collier supported this idea  · 

  2. Client portal notifications

    47 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Paul Collier supported this idea  · 

  3. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Paul Collier supported this idea  · 

  4. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    22 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Paul Collier supported this idea  · 

  5. Enable us to edit spacing on suitability reports

    20 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Paul Collier supported this idea  · 

  6. Ability to Customise the fields in reports

    10 votes

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    under review  ·  1 comment  ·  Reporting  ·  Admin →
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    Paul Collier supported this idea  · 

  7. Solicitor details on Summary page

    5 votes

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    0 comments  ·  General  ·  Admin →
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    Paul Collier shared this idea  · 

  8. solicitor details

    3 votes

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    0 comments  ·  General  ·  Admin →
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    Paul Collier supported this idea  · 

  9. UNABLE TO REACH CLIENT as an option for NPW

    28 votes

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

    Vitally important for our business to be able to see the contact rate for all the leads that we purchase

    Paul Collier supported this idea  ·