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17 results found

  1. Multiple products on a mortgage

    95 votes
    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Andy Jenkins supported this idea  · 

  2. Pre-Filled Categories

    37 votes
    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Andy Jenkins supported this idea  · 

  3. Outlook Calendar integration

    26 votes
    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Andy Jenkins supported this idea  · 

  4. Two way email integration

    143 votes
    33 comments  ·  Emails  ·  Admin →
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    Andy Jenkins supported this idea  · 

  5. Pre Populated emails format

    15 votes
    under review  ·  0 comments  ·  Emails  ·  Admin →
    How important is this to you?
    Andy Jenkins supported this idea  · 

  6. Subject Line to include brokers name

    12 votes
    under review  ·  0 comments  ·  Emails  ·  Admin →
    How important is this to you?
    Andy Jenkins supported this idea  · 

  7. Product Transfer as Buyer Type

    56 votes
    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Andy Jenkins supported this idea  · 

  8. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes
    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Andy Jenkins supported this idea  · 

  9. Add Landlord Address Field to Fact Find

    40 votes
    planned  ·  1 comment  ·  Fact Find  ·  Admin →
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    Andy Jenkins supported this idea  · 

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

    70 votes
    2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Andy Jenkins supported this idea  · 

  11. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes
    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Andy Jenkins supported this idea  · 

  12. Estate Agent and Solicitor on Summary Screen

    46 votes
    planned  ·  2 comments  ·  Fact Find » summary  ·  Admin →
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    Andy Jenkins supported this idea  · 

  13. Universal Budget Planner for Mortgages & Protection

    80 votes
    18 comments  ·  Protection  ·  Admin →
    How important is this to you?
    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

    Andy Jenkins supported this idea  · 

  14. lender address book for points of contact and numbers

    33 votes
    under review  ·  4 comments  ·  General  ·  Admin →
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    Andy Jenkins supported this idea  · 

  15. UNABLE TO REACH CLIENT as an option for NPW

    27 votes
    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Andy Jenkins supported this idea  · 

  16. Removal of the questions relating to procuration fee on client Factfind

    24 votes
    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Andy Jenkins shared this idea  · 

  17. equity release fact find

    29 votes
    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Andy Jenkins supported this idea  ·