Settings and activity

207 results found

1. Client status email notifications

   4 votes

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   1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

2. lender address book for points of contact and numbers

   33 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

3. Employer details improvement

   18 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

4. Letting agent details for BTL Remortgage

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   Robert Riach supported this idea  ·  Jan 24, 2025

5. Additional Fact Find Fields

   4 votes

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   planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

6. To be able to create a case with just clients name and add contact details later.

   3 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

7. Adding an existing client to a case

   3 votes

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   Robert Riach supported this idea  ·  Jan 24, 2025

8. Broker fees added to Dashboard

   2 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

9. Pull existing property expense data through to client outgoings

   2 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

10. Contract Workers

    2 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

11. Current Residential Address Error

    2 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

12. Residential Address Fact Find

    11 votes

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    started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

13. Add 'No Contact' to reasons for not proceeding

    2 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

14. Self Employed income to put through to Sourcing tools

    2 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

15. Notify us when documents are uploaded

    3 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

16. Residential Status

    7 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

17. complete address

    2 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

18. LTV on summary page and mortgage page

    2 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

19. Ability to change the Pre-Set Remortgage Contact Dates

    12 votes

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    3 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

20. ADD Label to show if a commitment is to be redeemed on completion

    3 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025