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10 results found

  1. Being able to download a mortgage ONLY FF

    1 vote

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    0 comments  ·  Fact Find  ·  Admin →
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    Richard Williams shared this idea  · 

  2. Allowing advisers to specifically choose which clients receive email. Eg marketing preferences link to if the email is sent.

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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  3. 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  · 

  4. Enable us to edit spacing on suitability reports

    20 votes

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

  5. 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  · 

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

    5 votes

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

  7. Emails and notes fonts need to be consistent

    10 votes

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

  8. Product Transfer as Buyer Type

    57 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  · 

  9. 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  · 

  10. Smartr ' Mortgage offer expiry date' reminder

    53 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  ·