Settings and activity

31 results found

1. Current Rent in FF

   3 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Andy Jenkins supported this idea  ·  Aug 16, 2024

2. Sub accounts

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Aug 16, 2024

3. As an adviser i dont think that the document store is in a logical order.

   19 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Aug 16, 2024

4. Being able to upload .MSG to the document store

   34 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Aug 16, 2024

5. client ability to download documents or view applications post completion

   4 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Aug 16, 2024

6. 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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   Andy Jenkins commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

   In reply to Brooke - yes, the option to remove sections as necessary would be helpful

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   Andy Jenkins supported this idea  ·  Feb 26, 2024

7. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 14, 2024

8. Home Insurance Cases

   27 votes

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   under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 14, 2024

9. Uinsure

   3 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 14, 2024

10. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 8, 2024

11. Subject Line to include brokers name

    12 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

12. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

13. Select All Option for Bulk email

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

14. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

15. Remove need to add an email address for second client

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

16. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

17. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

18. Multiple products on a mortgage

    91 votes

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    planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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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

19. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

20. Please amend form Remortgage to correct type of case as a Product Transfer

    12 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  Mar 11, 2024  ·  Edit…  ·  Delete…

    Much needed!

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    Andy Jenkins supported this idea  ·  Feb 1, 2022