Settings and activity
58 results found
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6 votes
Larissa Tait
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3 votes
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3 votesLarissa Tait
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1 voteLarissa Tait
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10 votes
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71 votes
An error occurred while saving the comment -
10 votesLarissa Tait
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126 votes
An error occurred while saving the comment Larissa Tait
commented
Having this ability allows advisers to not have to re do sections that clients have filled in wrong. So for example I may only want them to fill in personal details, address history and dependents. Then income and Financial over view i woudl do face to face. This may also come in handy if you build in commercial or specialised lending , as we can add this as an optional area to fill in in the FF.
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3 votesLarissa Tait
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31 votes
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9 votes
An error occurred while saving the comment Larissa Tait
commented
Mortgage payment details - should be a compulsory component to the fact find.
An error occurred while saving the comment Larissa Tait
commented
Mortgage direct debit bank details to be included for payments in fact find, with a questions is this the card you want to use for payment?
Larissa Tait
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36 votes
An error occurred while saving the comment Larissa Tait
commented
Employers telephone number - should be a compulsory component to the fact find.
Larissa Tait
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9 votes
An error occurred while saving the comment Larissa Tait
commented
Employment history for last 3 years - should be a compulsory component to the fact find.
Larissa Tait
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19 votesLarissa Tait
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2 votes
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26 votes
An error occurred while saving the comment Larissa Tait
commented
2 way email integration, this way we can use our calendar etc.
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18 votesLarissa Tait
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18 votes
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21 votesLarissa Tait
supported this idea
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92 votes
Having a download all button for documents, as having to click through 60 documents to download is time consuming.