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8 results found

  1. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Richard Williams supported this idea  · 

  2. Enable us to edit spacing on suitability reports

    19 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Richard Williams supported this idea  · 

  3. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Richard Williams supported this idea  · 

  4. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

    4 votes

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    0 comments  ·  Emails  ·  Admin →
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    Richard Williams supported this idea  · 

  5. Emails and notes fonts need to be consistent

    8 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Richard Williams supported this idea  · 

  6. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Richard Williams commented  · 

    split of remortgage data to include seperate date for PT's only

    Richard Williams supported this idea  · 

  7. Introducer reports that can generate a PDF report

    22 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Richard Williams supported this idea  · 

  8. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Admin →
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    Richard Williams commented  · 

    end of offer date to supply a warning notification

    Richard Williams supported this idea  ·