Settings and activity

283 results found

1. ian@ridgewayfinance.com

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

2. Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlightin

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

3. Add applicants surname and other details to case heading

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

4. Comment box in Self Employed section

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

5. Having a button on the Fact Find where he client can press no British passport, or no driving license

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

6. FF- letting the clients know they can leave areas blank if they dont know. As some clients think they cannot carry on through the questions.

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

7. Adding Fees to Main summary page and also the repayment type

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

8. Sender name for invitation email

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  May 28, 2026

9. Getting a email notification when a task is due

   5 votes

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

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

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

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

12. 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

13. Add telephone number to support pages

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

14. Broker Fee added to dashboard

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

15. Property Portfolio

    3 votes

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

16. More detail for pension income

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

17. 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

    6 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

18. 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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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

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

    9 votes

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    2 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

20. Reducing the loan on re-mortgage

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