Settings and activity

73 results found

1. 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

2. 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

3. 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

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

   23 votes

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   under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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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

5. 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

6. 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

7. 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

8. Prompt for 3 addresses in history

   31 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

9. Add a field for property EPC Rating to the Fact Find

   57 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Sep 18, 2023

10. Display dependent age not years still dependent

    47 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

11. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Feb 1, 2022

12. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Andy Jenkins supported this idea  ·  Feb 1, 2022

13. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Feb 1, 2022