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275 results found

  1. Search using policy reference numbers

    11 votes

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    under review  ·  1 comment  ·  General  ·  Admin →
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    Robert Riach supported this idea  · 

  2. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    22 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Robert Riach supported this idea  · 

  3. Notes to remind you to save , if not saved.

    2 votes

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    0 comments  ·  Notes  ·  Admin →
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    Robert Riach supported this idea  · 

  4. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

    16 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 

  5. Optional Email Addresses for clients

    35 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  6. Mortgage Fees being added to the loan

    15 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  7. Put an LTV calculator in the mortgage factfind

    32 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  8. Add self build to purchase type in fact find

    23 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  9. Product Transfer as Buyer Type

    57 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  10. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 

  11. Existing Properties Limited Company

    23 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  12. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

  13. Add a field for property EPC Rating to the Fact Find

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  14. Fact find logs

    4 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Robert Riach supported this idea  · 

  15. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  16. Notes section

    3 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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  17. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

    8 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  18. Fact find - Gender

    5 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  19. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  20. Client notes in Fact Find

    4 votes

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    0 comments  ·  Fact Find  ·  Admin →
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