Settings and activity
71 results found
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5 votes
Larissa Tait
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24 votes
An error occurred while saving the comment -
7 votesLarissa Tait
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3 votesLarissa Tait
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5 votesLarissa Tait
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Larissa Tait
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20 votes
An error occurred while saving the comment Larissa Tait
commented
Having the Remortgage date on the clients portfolio. As of now, it does not show when the remortgage expires.
Larissa Tait
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Larissa Tait
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55 votes
An error occurred while saving the comment Larissa Tait
commented
We need a email for when a lead comes across from an introducer so we can action asap!
Larissa Tait
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131 votes
An error occurred while saving the comment Larissa Tait
commented
Being able to add in three applicants to a mortgage.
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33 votes
An error occurred while saving the comment Larissa Tait
commented
As of now we have to put at least £1 in the mortgage amount outstanding and this disrupts figures.
We can make notes on the case but these notes are not shown in the reporting or when submitted to the lender. -
41 votes
An error occurred while saving the comment Larissa Tait
commented
The is a feature the key has and we think could be really beneficial, to not have to retype. So similar to how you can copy information across in the address history between clients FF, being able to copy current employment into employment history in a wee tick box would be really helpful.
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32 votes
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46 votes
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19 votes
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27 votesLarissa Tait
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18 votesLarissa Tait
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13 votesLarissa Tait
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Larissa Tait
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27 votesLarissa Tait
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24 votes
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41 votes
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40 votes
This request is in development now.
Larissa Tait
supported this idea
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We need to have separate client and Adviser fees on the platform. This is simply because we may charged the client £499 for their fee and the adviser may get a certain amount from the policy, as commission, but this is not the whole proc fee.