Settings and activity

10 results found

1. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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2. Remove ID and Address Verifcation Mandatory

   15 votes

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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3. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Graeme Bell supported this idea  ·  Apr 11, 2022

4. Email Notification when documents uploaded from Client side

   29 votes

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   under review  ·  2 comments  ·  Notifications  ·  Delete…  ·  Admin →
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5. New Leads From QR Codes need to have a notification

   54 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Graeme Bell supported this idea  ·  Apr 12, 2022

6. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Graeme Bell supported this idea  ·  Apr 12, 2022

7. Outlook Calendar integration

   26 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Graeme Bell supported this idea  ·  Apr 12, 2022

8. Bank Statements - Separate Personal / Business

   21 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Graeme Bell shared this idea  ·  Apr 11, 2022

9. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Graeme Bell supported this idea  ·  Apr 11, 2022

10. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Graeme Bell supported this idea  ·  Apr 11, 2022