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35 results found

  1. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    hannie supported this idea  · 
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    hannie commented  · 

    When a mortgage has multiple parts to the loa, like porting and topping up and the amounts are on different rates, and you can put in seperate rates, monthly payments and end dates. Currently have to create individual tabs for each rate that a customer has duplicating all the information just so we can get the rate reminders, and our commission numbers right.

  2. Integration with a text messaging service

    31 votes

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    under review  ·  7 comments  ·  Notifications  ·  Admin →
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  3. Introducer reports that can generate a PDF report

    20 votes

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    1 comment  ·  Reporting  ·  Admin →
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    hannie supported this idea  · 

  4. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    hannie commented  · 

    I am always having to edit the templates so agree this would be a good change. It definetley needs improvement

    hannie supported this idea  · 

  5. More Efficient Remortgage Management

    18 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Admin →
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    hannie supported this idea  · 

  6. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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  7. Dashboard figures to show current month and not last 31 days

    21 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Admin →
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    hannie supported this idea  · 

  8. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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  9. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Admin →
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    hannie supported this idea  · 

  10. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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    hannie supported this idea  · 

  11. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Admin →
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  12. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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    hannie supported this idea  · 

  13. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    hannie supported this idea  · 

  14. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    hannie supported this idea  · 

  15. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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  16. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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  17. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Admin →
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    hannie supported this idea  · 

  18. 1 click recent clients

    62 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    hannie supported this idea  · 

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

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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  20. New Leads From QR Codes need to have a notification

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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