Settings and activity

283 results found

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

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

2. Fact find logs

   4 votes

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   0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

3. Prompt for 3 addresses in history

   32 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

4. Notes section

   3 votes

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   0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

5. 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  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

6. Fact find - Gender

   5 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

7. Display dependent age not years still dependent

   47 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

8. Client notes in Fact Find

   4 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

9. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

   10 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

10. Allow advisers to update client's employment status

    11 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

11. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

12. Is the client vulnerable?

    • 

    6 votes

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    1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

13. term

    9 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

14. Date of birth and age of dependants

    10 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

15. Occupiers over 17 – there is no section for this information.

    14 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

16. Address history for last 3 years - should be a compulsory component to the fact find.

    15 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

17. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    13 votes

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    under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

18. Mailchimp and automation

    22 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

19. Being able to send our own emails from the workflow

    8 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

20. birthday

    15 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024