Settings and activity

283 results found

1. Sending out emails from your system

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   Robert Riach supported this idea  ·  Mar 11, 2026

2. Email notification when a new introduction is made

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   Robert Riach supported this idea  ·  Mar 11, 2026

3. Add back in the time stamp on the notes , that 'The time to Remortgage ' email went out.

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

4. Notification of Incoming Email

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   2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

5. Allowing advisers to specifically choose which clients receive email. Eg marketing preferences link to if the email is sent.

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

6. Add Feudal as a Tenure option for properties in Scotland

   13 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

7. Need to show "Equity Release" as a drop down option under "Additional Product Type"

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

8. Settlement status be added to the Fact Find- personal details- visa option

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

9. Using AI to pre populate Passport numbers and play slip info into Fact find.

   4 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 11, 2026

10. Self employed sole trader

    5 votes

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

11. Allow applicant 1 to add their own applicant 2 so they can fill in Fact find information.

    6 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 11, 2026

12. Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio

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    0 comments  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach shared this idea  ·  Mar 11, 2026

13. Protection Policy Completed Status

    6 votes

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

14. Student loan

    2 votes

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

15. Company branding on Homebuyer app

    5 votes

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    Robert Riach supported this idea  ·  Oct 29, 2025

16. Mandatory Red stars in Expenses

    3 votes

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    Robert Riach supported this idea  ·  Oct 29, 2025

17. Being able to lock down specific cases from admin

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    Robert Riach supported this idea  ·  Oct 29, 2025

18. Report bugs

    1 vote

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    Robert Riach supported this idea  ·  Oct 29, 2025

19. Property Portfolio

    6 votes

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    Robert Riach supported this idea  ·  Oct 29, 2025

20. 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

    12 votes

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