Settings and activity

117 results found

1. mortgage term should reduce

   10 votes

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   Andy Jenkins supported this idea  ·  Nov 22, 2024

2. CUT OUT DOUBLE KEYING

   3 votes

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   Andy Jenkins supported this idea  ·  Nov 22, 2024

3. Add Completion Date to Case List Client account

   3 votes

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   Andy Jenkins supported this idea  ·  Nov 22, 2024

4. See details of outgoings and commitments by hovering over it.

   3 votes

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   Andy Jenkins supported this idea  ·  Nov 22, 2024

5. Fact Find Email Chasers

   7 votes

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   0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Nov 22, 2024

6. Disposable Income Monthly

   6 votes

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   0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Nov 22, 2024

7. Fact Find Progress Display

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   2 votes

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   0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Nov 22, 2024

8. 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

9. 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

10. Current Rent in FF

    10 votes

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

11. Sub accounts

    11 votes

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    Andy Jenkins supported this idea  ·  Aug 16, 2024

12. 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

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

    5 votes

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

14. lender address book for points of contact and numbers

    34 votes

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

15. Home Insurance Cases

    28 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

16. 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

17. 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

18. Subject Line to include brokers name

    13 votes

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

19. 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

20. Select All Option for Bulk email

    16 votes

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