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10 results found

  1. Client Portal Document Store - Completed Cases

    18 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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    David Boateng supported this idea  · 

  2. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    David Boateng supported this idea  · 

  3. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    David Boateng supported this idea  · 

  4. Revamp of Dashboard

    36 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Admin →
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  5. Subject Line to include brokers name

    12 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    David Boateng shared this idea  · 

  6. Email Notification when documents uploaded from Client side

    29 votes

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    under review  ·  2 comments  ·  Notifications  ·  Admin →
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    David Boateng supported this idea  · 

  7. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Admin →
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    David Boateng commented  · 

    Should be allowed the option to remove sections of the FactFind where there is no information. As some of the information may not be required for the client.

  8. lender address book for points of contact and numbers

    31 votes

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    under review  ·  4 comments  ·  General  ·  Admin →
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  9. Existing Properties Limited Company

    20 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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  10. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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