Settings and activity

69 results found

1. 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

2. More Efficient Remortgage Management

   20 votes

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

3. Dashboard Drop Down Options

   22 votes

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

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

   23 votes

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

5. Remo Op on the dashboard

   32 votes

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

6. Revamp of Dashboard

   40 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Dec 9, 2022

7. Include Broker fee and solicitor fees on the dashboard

   46 votes

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

8. Inmprove the product transfer workflow

   14 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Aug 11, 2022

9. Removal of the questions relating to procuration fee on client Factfind

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andrew Sheen supported this idea  ·  Aug 11, 2022

10. Amend policy numbers/ mortgage account numbers after marked completed

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

11. Mortgage Fees being added to the loan

    15 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

12. Valuation Fee to be added to FF

    12 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

13. Income overview

    15 votes

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    under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

14. Existing Properties Limited Company

    23 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

15. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

16. Put an LTV calculator in the mortgage factfind

    32 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

17. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

18. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

19. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Andrew Sheen supported this idea  ·  Aug 11, 2022

20. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Andrew Sheen supported this idea  ·  Aug 11, 2022