Settings and activity

72 results found

1. Fact Find Progress Display

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   0 comments  ·  Fact Find » summary  ·  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  ·  Nov 22, 2024

2. A new document type for fee invoice

   2 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Andy Jenkins shared this idea  ·  Nov 12, 2024

3. Employer details improvement

   18 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 17, 2024

4. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

   2 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Andy Jenkins commented  ·  Oct 17, 2024  ·  Edit…  ·  Delete…

   A very good suggestion.

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5. Current Rent in FF

   8 votes

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

6. Sub accounts

   7 votes

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

7. 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

8. 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

9. lender address book for points of contact and numbers

   33 votes

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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. Multiple FactFind Applicants

    130 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

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

    29 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Mar 22, 2024

18. 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

19. 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

20. Client portal notifications

    44 votes

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