Settings and activity

67 results found

1. Introducer reports that can generate a PDF report

   21 votes

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

   6 votes

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3. Breakdown of monthly expenditure in Financial Overview screen

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4. See details of outgoings and commitments by hovering over it.

   3 votes

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5. more detailed budget planner option

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6. 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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7. Referring a protection case from a mortgage adviser to a protection adviser, the protection policy still shows in their workflow

   4 votes

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

8. Credit commitments to be time stamped

   6 votes

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

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

   11 votes

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

10. 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.

    3 votes

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

11. Add living with partner to Fact Find

    15 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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12. 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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13. Move the date uploaded field on document store

    3 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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14. 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

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

    1 vote

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

16. Client notes

    10 votes

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    under review  ·  4 comments  ·  Notes  ·  Delete…  ·  Admin →
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17. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Larissa Tait commented  ·  Jun 13, 2024  ·  Edit…  ·  Delete…

    Having a download all button for documents, as having to click through 60 documents to download is time consuming.

    Save Submitting...

18. birthday

    11 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Larissa Tait supported this idea  ·  Jul 1, 2024

19. Fact find logs

    4 votes

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    0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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    Larissa Tait shared this idea  ·  Jan 17, 2024

20. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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