Settings and activity

117 results found

1. Council Tax

   9 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Mar 18, 2026

2. Factfind needs to be streamlined. Can we have the ability to turn off more questions in the factfind to make it easier for the client

   3 votes

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   1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andy Jenkins commented  ·  Mar 18, 2026  ·  Edit…  ·  Delete…

   100% agree with this suggestion - more autonomy for advisers deciding which questions they want in the FF and which ones they don't.

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   Andy Jenkins supported this idea  ·  Mar 18, 2026

3. Vulnerable Clients

   2 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Mar 18, 2026

4. ian@ridgewayfinance.com

   4 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Mar 18, 2026

5. For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created

   8 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Mar 18, 2026

6. Inmprove the product transfer workflow

   14 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 5, 2026

7. Put an LTV calculator in the mortgage factfind

   32 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 5, 2026

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

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Feb 5, 2026

9. Self employed sole trader

   2 votes

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   0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Andy Jenkins shared this idea  ·  Feb 5, 2026

10. self employed income

    5 votes

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Feb 5, 2026

11. To add different parts to the same mortgage

    5 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  Dec 3, 2025  ·  Edit…  ·  Delete…

    Neil, this has been mentioned elsewhere for the last 5 years or more and yet nothing happens. For some reason it doesnt seem to be a priority.

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12. ONS integration with budget planner

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Dec 3, 2025

13. Integrate within firms own MS Teams

    27 votes

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Nov 6, 2025

14. Natwest app via connect

    1 vote

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    0 comments  ·  Lender Integration  ·  Edit…  ·  Delete…  ·  Admin →
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    Andy Jenkins shared this idea  ·  Nov 6, 2025

15. Demands and Needs as an option forCreating your work flow.

    2 votes

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 22, 2025

16. Smartr Connect Tiles

    5 votes

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    0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 22, 2025

17. Product Transfers to be accepted/ built into SmartrConnect

    3 votes

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    0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 22, 2025

18. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

    12 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 21, 2025

19. Mortgage NPW - drop down added option

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 21, 2025

20. Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 21, 2025