Settings and activity

251 results found

1. Foreign Nationals - Permanent Rights to Reside

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 4, 2025

2. Buyer type needs to be identified for each applicant

   3 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 4, 2025

3. Email Notification when documents uploaded from Client side

   31 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 4, 2025

4. Solution Builder Occupation does not match up from occupation in fact find , means extra rekeying

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

5. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

   18 votes

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   under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

6. Limited company Improvements

   18 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

7. Anticipated retirement age to be automatic/defaulted

   3 votes

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   Robert Riach supported this idea  ·  Mar 7, 2025

8. Select Different Buyer Type for Applicants on Joint Case

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   Robert Riach supported this idea  ·  Mar 7, 2025

9. Include 'Valuation Reports' in Document Type Drop-Down

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   planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

10. Notes details of emails that have gone out via the system need roe detail.

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    Robert Riach supported this idea  ·  Mar 7, 2025

11. Protection - Smoker categories

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    Robert Riach supported this idea  ·  Mar 7, 2025

12. Add Box to indicate if commitments have been marked as to be cleared on completion

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    Robert Riach supported this idea  ·  Mar 7, 2025

13. Fact Find Additions

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    Robert Riach supported this idea  ·  Mar 7, 2025

14. You should not be able to to Not proceed a case as easily as it happens, human error sometimes means cases are closed accidentally and we sh

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    Robert Riach supported this idea  ·  Mar 7, 2025

15. Reducing loan amount on re-mortgage

    1 vote

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    Robert Riach supported this idea  ·  Mar 7, 2025

16. Inmprove the product transfer workflow

    13 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

17. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

18. Council Tax

    8 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

19. Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.

    5 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

20. Text or email notifications for New leads or documents up loaded

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025