Settings and activity

74 results found

1. Email Notification when documents uploaded from Client side

   31 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

2. Optional Email Addresses for clients

   35 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

3. New Leads From QR Codes need to have a notification

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

4. Multiple FactFind Applicants

   131 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

5. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

6. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

7. Deceased Option in Fact Find

   20 votes

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   planned  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

8. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

9. Inmprove the product transfer workflow

   13 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

10. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

11. Add Feudal as a Tenure option for properties in Scotland

    12 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

12. fact find commitment and expenses

    15 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

13. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

14. BTL FactFind

    24 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

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

    25 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

16. UNABLE TO REACH CLIENT as an option for NPW

    28 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

17. Add self build to purchase type in fact find

    23 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

18. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

19. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

20. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023