Settings and activity

85 results found

1. 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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   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. 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

3. 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

4. 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

5. Client portal - Post message

   22 votes

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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. Client portal notifications

    45 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
    How important is this to you?

    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  ·  Mar 22, 2024

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

    14 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

15. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  Jan 31, 2024  ·  Edit…  ·  Delete…

    Would be useful. Thanks

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    Andy Jenkins supported this idea  ·  Jan 31, 2024

16. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  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 commented  ·  Oct 24, 2023  ·  Edit…  ·  Delete…

    Agree with this.

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    Andy Jenkins supported this idea  ·  Oct 24, 2023

17. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 24, 2023

18. American formatting used for dates, used rather than Uk date

    17 votes

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 24, 2023

19. UNABLE TO REACH CLIENT as an option for NPW

    27 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Sep 18, 2023

20. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Sep 18, 2023