Settings and activity

117 results found

1. Budget planner updates required

   4 votes

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   0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 15, 2025

2. marketing preferences

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 15, 2025

3. More than 2 applicants

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 15, 2025

4. Self Emloyed income tidy up

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins commented  ·  May 15, 2025  ·  Edit…  ·  Delete…

   I think some of the fields on this section are included so cases work with smartr connect - so effectively driven by the lender as a requirement.

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5. Bespoke System

   2 votes

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   Andy Jenkins supported this idea  ·  May 15, 2025

6. ERC (early repayment charges) to be a token

   4 votes

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   Andy Jenkins supported this idea  ·  May 15, 2025

7. 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

8. EPC

   8 votes

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   Andy Jenkins supported this idea  ·  Apr 1, 2025

9. Residential Status

   8 votes

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   Andy Jenkins supported this idea  ·  Apr 1, 2025

10. Residential Address Fact Find

    12 votes

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

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

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

12. Mortgage Amount Outstanding can be 0

    4 votes

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    Andy Jenkins supported this idea  ·  Apr 1, 2025

13. Living With Family - Address History Dropdown

    3 votes

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    Andy Jenkins supported this idea  ·  Apr 1, 2025

14. 2 years Bonus in Current Employment

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    Andy Jenkins supported this idea  ·  Apr 1, 2025

15. Joint borrower sole proprietor

    8 votes

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

16. Drop Down Boxes

    2 votes

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

17. 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

18. Residential Status

    4 votes

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

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

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    Andy Jenkins supported this idea  ·  Mar 19, 2025

20. Porting Mortgage Case

    14 votes

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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