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Settings and activity

8 results found

  1. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Admin →
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    Savannah Jackson commented  · 

    Limit Client Portal Fact Find for Protection Only cases - Advisers should have the option to grey out/remove non-protection fields from the client Fact Fi

  2. Select All Option for Bulk email

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Savannah Jackson supported this idea  · 

  3. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Savannah Jackson commented  · 

    New opportunities for Protection should be highlighted - Not just Protection renewals, but also where Protection on previous Mortgage Case wasn't sold.

  4. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Savannah Jackson commented  · 

    Emails need to be customisable - These will never be used as are, as additional information is required. Changes are in line with compliance and Consumer Duty - Offer & Completion emails in particular.

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    Savannah Jackson commented  · 

    Workflow Email Example

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    Savannah Jackson commented  · 

    Ability to adapt templates would be an improvement, ability to choose template to sent when updating case status would be ideal.

  5. Prevent Case Progressing if Applicants Haven't Agreed to Company Acknowledgements

    1 vote

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    1 comment  ·  Client Portal  ·  Admin →
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    Savannah Jackson commented  · 

    Face to Face Example

    Savannah Jackson shared this idea  · 

  6. Improve Error Message

    1 vote

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    planned  ·  1 comment  ·  General  ·  Admin →
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    Savannah Jackson commented  · 

    Error Message Example

    Savannah Jackson shared this idea  · 

  7. Income Types Do Not Match Halifax

    1 vote

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    1 comment  ·  General  ·  Admin →
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    Savannah Jackson commented  · 

    Example screenshot of Halifax options

    Savannah Jackson shared this idea  · 

  8. Admin notifcations

    16 votes

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    under review  ·  1 comment  ·  Notifications  ·  Admin →
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    Savannah Jackson supported this idea  ·