Settings and activity

251 results found

1. Protection Policy Completed Status

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   1 comment  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 29, 2025

2. Student loan

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 29, 2025

3. Company branding on Homebuyer app

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 29, 2025

4. Mandatory Red stars in Expenses

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

5. Being able to lock down specific cases from admin

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   Robert Riach supported this idea  ·  Oct 29, 2025

6. Report bugs

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   Robert Riach supported this idea  ·  Oct 29, 2025

7. Property Portfolio

   6 votes

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   Robert Riach supported this idea  ·  Oct 29, 2025

8. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

   11 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 29, 2025

9. Date Moved to Address *

   2 votes

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   Robert Riach supported this idea  ·  Oct 29, 2025

10. new job, make previous job an automatic drop into employment history

    10 votes

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    Robert Riach supported this idea  ·  Oct 29, 2025

11. Solar panel questions in factfind

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    Robert Riach supported this idea  ·  Oct 29, 2025

12. Emails sent by system to show in notes tab like they used to be.

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    Robert Riach supported this idea  ·  Oct 29, 2025

13. self employed income

    3 votes

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

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

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

15. Email Client When adviser shares a document

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

16. Sourcing by Cheapest Overall product

    14 votes

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

17. Dependents to push through to 27 Tec

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

18. 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

19. Business Bank Statements Option

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

20. 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