Settings and activity

112 results found

1. 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

2. 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

3. 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

4. Self employed sole trader

   1 vote

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

5. 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

6. To add different parts to the same mortgage

   4 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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7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. Remortgage an unencumbered property

    7 votes

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

17. Only send renewal emails on cases that are at remortgage status.

    3 votes

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

18. Show if a case is NPW on the case summary page dropdown

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    9 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

19. can we add the clients actual age next to their date of birth.

    5 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

20. Property Portfolio

    6 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025