Settings and activity

236 results found

1. Sourcing by Cheapest Overall product

   13 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

2. Dependents to push through to 27 Tec

   2 votes

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   0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

3. Option to include council tax in Budget Planner

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

4. Business Bank Statements Option

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

5. To be able to bulk delet documents from the document store when toggling

   3 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

6. Living With Family - Address History Dropdown

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

7. Employment Telephone number

   2 votes

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   Robert Riach supported this idea  ·  Oct 14, 2025

8. dependant's date of birth

   2 votes

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   Robert Riach supported this idea  ·  Oct 14, 2025

9. default remortgage date

   2 votes

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   Robert Riach supported this idea  ·  Oct 14, 2025

10. Add homemaker to drop down box for employment

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

11. Using applicant's preferred name

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

12. Only send renewal emails on cases that are at remortgage status.

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

13. New cases - too easy to lose data input

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

14. Remortgage an unencumbered property

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

15. Ability to add same email and phone number for 2 applicants on a joint applicant case

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

16. 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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    Robert Riach supported this idea  ·  Oct 14, 2025

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

    25 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

18. ADD Box that allows advisor to key gross from payslip that system then annualises

    4 votes

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

19. Add 2nd client to existing properties

    3 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

20. Credit commitments to be time stamped

    8 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025