Settings and activity

207 results found

1. Protection policy reminder

   6 votes

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

2. Referring a protection case from a mortgage adviser to a protection adviser, the protection policy still shows in their workflow

   5 votes

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

3. Email the adviser when an introducer adds a new lead.

   3 votes

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   0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

4. Retirement can be Primary Employment

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

5. Mortgage Amount Outstanding can be 0

   3 votes

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   Robert Riach supported this idea  ·  Apr 29, 2025

6. total repayment value

   2 votes

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   Robert Riach supported this idea  ·  Apr 29, 2025

7. Restrict admin access to a case on a client by client basis

   2 votes

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   Robert Riach supported this idea  ·  Apr 29, 2025

8. name change date

   2 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

9. Bulk Delete

   3 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

10. Revamp of Dashboard

    38 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 29, 2025

11. Cases Screen - Search by specific data field

    5 votes

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    0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 29, 2025

12. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

13. Vulnerable Customer questions in Additional Fields (Sesame)

    9 votes

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    started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

14. Ability to lock protection fact find to clients post application

    10 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

15. Consumer BTL

    6 votes

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    1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

16. Renting from Housing Association

    2 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

17. Foreign Nationals - Permanent Rights to Reside

    2 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

18. Buyer type needs to be identified for each applicant

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

19. Email Notification when documents uploaded from Client side

    30 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

20. Solution Builder Occupation does not match up from occupation in fact find , means extra rekeying

    3 votes

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    0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025