Settings and activity

72 results found

1. Buildings and Contents Insurance

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Apr 1, 2025

2. EPC

   7 votes

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   Andy Jenkins supported this idea  ·  Apr 1, 2025

3. Residential Status

   7 votes

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

4. Residential Address Fact Find

   11 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Apr 1, 2025

5. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Apr 1, 2025

6. Mortgage Amount Outstanding can be 0

   2 votes

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   Andy Jenkins supported this idea  ·  Apr 1, 2025

7. Living With Family - Address History Dropdown

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   Andy Jenkins supported this idea  ·  Apr 1, 2025

8. 2 years Bonus in Current Employment

   1 vote

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   Andy Jenkins supported this idea  ·  Apr 1, 2025

9. Joint borrower sole proprietor

   5 votes

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   Andy Jenkins supported this idea  ·  Mar 19, 2025

10. Drop Down Boxes

    2 votes

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

11. Bigger selection box for type of the document, it will help with scrolling and missing the right document.

    1 vote

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

12. Residential Status

    3 votes

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

13. Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.

    4 votes

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

14. Porting Mortgage Case

    11 votes

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    2 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  Mar 19, 2025  ·  Edit…  ·  Delete…

    This has been mentioned loads in another thread elsewhere - can they be combined?

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    Andy Jenkins supported this idea  ·  Nov 22, 2024

15. Ability to change the Pre-Set Remortgage Contact Dates

    11 votes

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    3 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 19, 2025

16. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  Mar 7, 2025  ·  Edit…  ·  Delete…

    To add this was 'under review' Nov 2023! That's what **** of a review. Can you update us? Do we need to beg?!

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    Andy Jenkins commented  ·  Jan 15, 2025  ·  Edit…  ·  Delete…

    Just to add that it's coming up to 5 years since this was first suggested on here and still it's not resolved. Please can this be prioritised? Thank you.

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    Andy Jenkins commented  ·  Mar 22, 2024  ·  Edit…  ·  Delete…

    This is vital.
    Agree with Mary Hodges comments, nothing more to add other than please implement this change as soon as possible!!!

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    Andy Jenkins supported this idea  ·  Oct 24, 2023

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

    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  ·  Mar 7, 2025

18. term

    9 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 7, 2025

19. Dashboard figures to show current month and not last 31 days

    22 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Feb 14, 2025

20. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  Feb 14, 2025  ·  Edit…  ·  Delete…

    This need urgent attention! It's a farce that despite the comments and this being raised years ago, it's not been prioritised. Why bother making small tweaks to the FF, when glaring errors like this exist?

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    Andy Jenkins supported this idea  ·  Oct 17, 2024