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Settings and activity

251 results found

  1. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Robert Riach supported this idea  · 

  2. Dashboard updates

    4 votes

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

  3. Fact Find Progress Indicator

    7 votes

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

  4. Give clients the ability to add a second applicant themselfs on the client portal

    62 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  5. Client portal notifications

    46 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  6. Client portal - Post message

    22 votes

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    under review  ·  0 comments  ·  Notifications  ·  Admin →
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    Robert Riach supported this idea  · 

  7. Lead form on a broker website

    26 votes

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

  8. Client portal /portfolio of properties

    21 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  9. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  10. Company Acknowledgements to be auto stored in Document Store when accepted by client

    13 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  11. Task Due Notifications

    42 votes

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    under review  ·  2 comments  ·  Tasks  ·  Admin →
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    Robert Riach supported this idea  · 
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