Settings and activity

71 results found

1. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

   10 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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2. Task Notifications

   12 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Larissa Tait shared this idea  ·  Jan 16, 2024

3. SEARCH BY PROPERTY ADDRESS

   12 votes

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   planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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4. Having Admin in CC on emails notifications from the system

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   0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Larissa Tait shared this idea  ·  Jul 3, 2025

5. Introducer reports that can generate a PDF report

   22 votes

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   1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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6. Employer details

   6 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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7. Breakdown of monthly expenditure in Financial Overview screen

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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8. See details of outgoings and commitments by hovering over it.

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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9. more detailed budget planner option

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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10. lender address book for points of contact and numbers

    33 votes

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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11. Referring a protection case from a mortgage adviser to a protection adviser, the protection policy still shows in their workflow

    5 votes

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    0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Larissa Tait shared this idea  ·  Mar 21, 2025

12. Credit commitments to be time stamped

    8 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Larissa Tait shared this idea  ·  Mar 20, 2025

13. Ability to change the Pre-Set Remortgage Contact Dates

    12 votes

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    3 comments  ·  General  ·  Delete…  ·  Admin →
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    Larissa Tait supported this idea  ·  Mar 6, 2025

14. Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.

    5 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Larissa Tait shared this idea  ·  Mar 5, 2025

15. Add living with partner to Fact Find

    15 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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16. individual background properties not showing under other applicant

    6 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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17. Move the date uploaded field on document store

    3 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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18. Employer benefits within the protection section

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Larissa Tait supported this idea  ·  Sep 11, 2024

19. Take the word Automated out of the pre populated emails

    2 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Larissa Tait shared this idea  ·  Sep 10, 2024

20. Client notes

    12 votes

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    under review  ·  5 comments  ·  Notes  ·  Delete…  ·  Admin →
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