Settings and activity

56 results found

1. Show solicitor practice address details

   17 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

2. Prompt for 3 addresses in history

   30 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

3. Option Are you on electoral roll?

   25 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

4. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

5. Client portal notifications

   43 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

6. Client portal - Post message

   21 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

7. Lead form on a broker website

   25 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

8. 1 click recent clients

   62 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

9. To show when another user is viewing the case (either client or another staff member).

   18 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  May 9, 2023

10. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Mar 14, 2023

11. property details

    26 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Mar 14, 2023

12. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

13. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

14. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

15. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

16. UNABLE TO REACH CLIENT as an option for NPW

    25 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

17. equity release fact find

    •  

    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

18. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

19. Need to show "Equity Release" as a drop down option under "Additional Product Type"

    12 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023

20. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 12, 2023