Settings and activity

3 results found

1. Amend policy numbers/ mortgage account numbers after marked completed

   24 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Peggy Falconer shared this idea  ·  Oct 1, 2021

2. Multiple FactFind Applicants

   129 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Peggy Falconer supported this idea  ·  Oct 1, 2021

3. Add Trust as a label with the Protection Document store

   12 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

   Hi all,

   
   

   This change has been started and will be delivered in January.

   
   

   Thanks,

   
   

   Brooke

   Peggy Falconer shared this idea  ·  Sep 28, 2021