Settings and activity

283 results found

1. Date Moved to Address *

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   Robert Riach supported this idea  ·  Oct 29, 2025

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

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   Robert Riach supported this idea  ·  Oct 29, 2025

3. Solar panel questions in factfind

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   Robert Riach supported this idea  ·  Oct 29, 2025

4. 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

5. 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

6. 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

7. Email Client When adviser shares a document

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   Robert Riach supported this idea  ·  Oct 29, 2025

8. 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

9. Dependents to push through to 27 Tec

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   0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Oct 14, 2025

10. Option to include council tax in Budget Planner

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Oct 14, 2025

11. Business Bank Statements Option

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    Robert Riach supported this idea  ·  Oct 14, 2025

12. To be able to bulk delet documents from the document store when toggling

    3 votes

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

13. Living With Family - Address History Dropdown

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    Robert Riach supported this idea  ·  Oct 14, 2025

14. Employment Telephone number

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    Robert Riach supported this idea  ·  Oct 14, 2025

15. dependant's date of birth

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    Robert Riach supported this idea  ·  Oct 14, 2025

16. default remortgage date

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    Robert Riach supported this idea  ·  Oct 14, 2025

17. Add homemaker to drop down box for employment

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    Robert Riach supported this idea  ·  Oct 14, 2025

18. Using applicant's preferred name

    3 votes

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    Robert Riach supported this idea  ·  Oct 14, 2025

19. Only send renewal emails on cases that are at remortgage status.

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    Robert Riach supported this idea  ·  Oct 14, 2025

20. New cases - too easy to lose data input

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    Robert Riach supported this idea  ·  Oct 14, 2025