Settings and activity

275 results found

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

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

2. Self employed sole trader

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

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

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   Robert Riach supported this idea  ·  Mar 11, 2026

4. 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  ·  Edit…  ·  Delete…  ·  Admin →
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   Robert Riach shared this idea  ·  Mar 11, 2026

5. Protection Policy Completed Status

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

6. Student loan

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

7. Company branding on Homebuyer app

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

8. Mandatory Red stars in Expenses

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 29, 2025

9. Being able to lock down specific cases from admin

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   Robert Riach supported this idea  ·  Oct 29, 2025

10. Report bugs

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

11. Property Portfolio

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    Robert Riach supported this idea  ·  Oct 29, 2025

12. 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

13. Date Moved to Address *

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

14. new job, make previous job an automatic drop into employment history

    17 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

15. Solar panel questions in factfind

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    Robert Riach supported this idea  ·  Oct 29, 2025

16. Emails sent by system to show in notes tab like they used to be.

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    Robert Riach supported this idea  ·  Oct 29, 2025

17. self employed income

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

18. Ability to add same email and phone number for 2 applicants on a joint applicant case

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

19. Email Client When adviser shares a document

    6 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 29, 2025

20. Sourcing by Cheapest Overall product

    14 votes

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    under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025