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  1. Improve Workflow screen layout

    2 votes

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  2. Having a texting services built in like Whatsapp for communications

    2 votes

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  3. Reporting on Employment type

    1 vote

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  4. Date of Ownership

    2 votes

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  5. To add different parts to the same mortgage

    7 votes

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    1 comment  ·  General  ·  Admin →
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    Andy Jenkins commented  · 

    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.

  6. For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be

    6 votes

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    1 comment  ·  General  ·  Admin →
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  7. new seller category

    1 vote

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    1 comment  ·  General  ·  Admin →
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    Andy Jenkins commented  · 

    And on the same subject, surely 'Normal' should be the category at the top of the list as it's far and away the most common and would make more sense.

    Not done a lot of cases buying from the Coal Authority recently ;-)

  8. Council Tax

    9 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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  9. 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

    4 votes

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    1 comment  ·  Fact Find  ·  Admin →
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    Andy Jenkins commented  · 

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

    Andy Jenkins supported this idea  · 

  10. Vulnerable Clients

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  11. ian@ridgewayfinance.com

    4 votes

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    1 comment  ·  General  ·  Admin →
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  12. For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created

    9 votes

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    2 comments  ·  General  ·  Admin →
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  13. Inmprove the product transfer workflow

    14 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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  14. Put an LTV calculator in the mortgage factfind

    32 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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  15. 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  ·  Admin →
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  16. Self employed sole trader

    4 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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  17. self employed income

    6 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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  18. ONS integration with budget planner

    2 votes

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    0 comments  ·  General  ·  Admin →
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  19. Integrate within firms own MS Teams

    27 votes

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    under review  ·  1 comment  ·  General  ·  Admin →
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  20. Natwest app via connect

    1 vote

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    0 comments  ·  Lender Integration  ·  Admin →
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