Settings and activity

275 results found

1. Getting a email notification when a task is due

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   Robert Riach supported this idea  ·  Mar 11, 2026

2. The ability to have a pop up reminder for certain tasks , similar to outlook.

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   Robert Riach supported this idea  ·  Mar 11, 2026

3. Make it visually easier on the workflow to detect whether a protection opportunity exists for a case on a mortgage tile

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   Robert Riach supported this idea  ·  Mar 11, 2026

4. notification when client responds in history

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   0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

5. Add telephone number to support pages

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   Robert Riach supported this idea  ·  Mar 11, 2026

6. Broker Fee added to dashboard

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   Robert Riach supported this idea  ·  Mar 11, 2026

7. Property Portfolio

   3 votes

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   Robert Riach supported this idea  ·  Mar 11, 2026

8. More detail for pension income

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   Robert Riach supported this idea  ·  Mar 11, 2026

9. For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be

   4 votes

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   Robert Riach supported this idea  ·  Mar 11, 2026

10. Add option for Self-build in the additional product type field within the Mortgage information section on a case

    3 votes

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    Robert Riach supported this idea  ·  Mar 11, 2026

11. For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created

    7 votes

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    Robert Riach supported this idea  ·  Mar 11, 2026

12. Reducing the loan on re-mortgage

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    Robert Riach supported this idea  ·  Mar 11, 2026

13. Sending out emails from your system

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    Robert Riach supported this idea  ·  Mar 11, 2026

14. Email notification when a new introduction is made

    3 votes

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    Robert Riach supported this idea  ·  Mar 11, 2026

15. Add back in the time stamp on the notes , that 'The time to Remortgage ' email went out.

    4 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

16. Notification of Incoming Email

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    Robert Riach supported this idea  ·  Mar 11, 2026

17. Allowing advisers to specifically choose which clients receive email. Eg marketing preferences link to if the email is sent.

    3 votes

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    Robert Riach supported this idea  ·  Mar 11, 2026

18. Add Feudal as a Tenure option for properties in Scotland

    13 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

19. Need to show "Equity Release" as a drop down option under "Additional Product Type"

    13 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

20. Settlement status be added to the Fact Find- personal details- visa option

    3 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026