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Settings and activity

30 results found

  1. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Phil Saville supported this idea  · 

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

    21 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Admin →
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    Phil Saville supported this idea  · 

  3. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Admin →
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    Phil Saville supported this idea  · 

  4. 1 click recent clients

    62 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Phil Saville supported this idea  · 

  5. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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    Phil Saville supported this idea  · 

  6. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Phil Saville supported this idea  · 

  7. 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  ·  Admin →
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    Phil Saville supported this idea  · 

  8. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Phil Saville supported this idea  · 

  9. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Phil Saville supported this idea  · 

  10. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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    Phil Saville supported this idea  · 
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