Settings and activity

55 results found

1. Include Broker fee and solicitor fees on the dashboard

   44 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Michelle Ford supported this idea  ·  Jan 9, 2023

2. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

3. Dashboard figures to show current month and not last 31 days

   21 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

4. More Efficient Remortgage Management

   18 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Michelle Ford commented  ·  Jan 9, 2023  ·  Edit…  ·  Delete…

   Also if you are able to click on the clients name so it opens up their details from remortgage opportunities

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   Michelle Ford supported this idea  ·  Jan 9, 2023

5. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

6. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

7. Integrate within firms own MS Teams

   25 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

8. 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  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

9. Outlook Calendar integration

   26 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Aug 17, 2022

10. New Leads From QR Codes need to have a notification

    55 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

11. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

12. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

13. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

14. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022

15. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Aug 17, 2022