Settings and activity

19 results found

1. Show solicitor practice address details

   17 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Jul 31, 2024

2. Mortgage direct debit bank details - should be a compulsory component to the fact find.

   9 votes

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   under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Jul 30, 2024

3. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Jun 21, 2024

4. Some clients cant find Documents

   5 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robin Matthews shared this idea  ·  Jun 12, 2024

5. Client portal - Post message

   21 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Apr 24, 2024

6. Buildings and Contents Insurance

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   1 vote

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   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
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   Robin Matthews shared this idea  ·  Apr 12, 2024

7. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Mar 30, 2024

8. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Mar 30, 2024

9. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Feb 22, 2024

10. Display dependent age not years still dependent

    42 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Dec 20, 2023

11. Letting agent details for BTL Remortgage

    1 vote

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    0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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    Robin Matthews shared this idea  ·  Dec 14, 2023

12. Make dashboard more useful

    3 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robin Matthews shared this idea  ·  Dec 4, 2023

13. Contact phone number for Employer in the income section of the FF

    35 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Aug 9, 2022
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    Robin Matthews commented  ·  Jul 25, 2022  ·  Edit…  ·  Delete…

    Factfind needs to request Employers telephone number

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14. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Jul 25, 2022

15. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robin Matthews commented  ·  Jul 18, 2022  ·  Edit…  ·  Delete…

    I agree

    The fact find is too long and it is putting clients off. Have the facility to hide/show sections on insurance, Pensions, Investments.

    Questions about height and weight can be done AFTER the mortgage application!!

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    Robin Matthews supported this idea  ·  Feb 8, 2022

16. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Apr 30, 2022

17. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Feb 8, 2022

18. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Jan 28, 2022

19. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Jan 28, 2022