Settings and activity

68 results found

1. B&C Renewal Date

   17 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Feb 15, 2024

2. Add a field for the number of bathrooms in the property

   23 votes

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   planned  ·  1 comment  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Feb 15, 2024

3. Client portal /portfolio of properties

   20 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

4. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   22 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

5. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

6. Show more information on Employment page

   30 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

7. FACT FIND - Too much scrolling

   32 votes

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

8. Automatically move Employment details From Existing to History on Employment change

   41 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

9. Add a field for property EPC Rating to the Fact Find

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 5, 2023

10. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 5, 2023

11. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 5, 2023

12. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 5, 2023

13. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 5, 2023

14. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 5, 2023

15. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Sep 18, 2023

16. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Sep 18, 2023

17. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Sep 18, 2023

18. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Sep 18, 2023

19. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 9, 2022

20. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Dec 9, 2022