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69 results found

  1. B&C Renewal Date

    17 votes
    0 comments  ·  Buildings & Contents  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

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

    23 votes
    planned  ·  1 comment  ·  Buildings & Contents  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  3. Client portal /portfolio of properties

    20 votes
    1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

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

    22 votes
    under review  ·  0 comments  ·  Fact Find  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  5. Streamline the whole thing

    17 votes
    planned  ·  0 comments  ·  Fact Find  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  6. Show more information on Employment page

    29 votes
    under review  ·  0 comments  ·  Fact Find  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  7. FACT FIND - Too much scrolling

    32 votes
    planned  ·  2 comments  ·  Fact Find  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

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

    40 votes
    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

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

    57 votes
    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

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

    23 votes
    under review  ·  3 comments  ·  Fact Find  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  11. property details

    30 votes
    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  12. Prompt for 3 addresses in history

    31 votes
    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  13. Display dependent age not years still dependent

    47 votes
    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  14. Add option for Unencumbered properties

    33 votes
    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  15. 1 click recent clients

    64 votes
    under review  ·  1 comment  ·  Cases View  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

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

    48 votes
    planned  ·  3 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  17. Automated tasks

    41 votes
    started  ·  5 comments  ·  Cases View  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  18. To Do List

    30 votes
    under review  ·  0 comments  ·  Workflow  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  19. Lead form on a broker website

    26 votes
    under review  ·  1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 

  20. Ability to download log of acknowledged documents

    28 votes
    under review  ·  0 comments  ·  Document Store  ·  Admin →
    How important is this to you?
    Andrew Sheen supported this idea  · 
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