Settings and activity

275 results found

1. Emails and notes fonts need to be consistent

   10 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

2. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

3. Bank Statements - Separate Personal / Business

   22 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

4. Dashboard Drop Down Options

   22 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

5. Include Broker fee and solicitor fees on the dashboard

   46 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

6. Dashboard updates

   4 votes

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

7. Fact Find Progress Indicator

   7 votes

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

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

   63 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

9. Client portal notifications

   47 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

10. Client portal - Post message

    22 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

11. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

12. Client portal /portfolio of properties

    22 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

13. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

14. 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  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

15. Task Due Notifications

    43 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 29, 2025