Settings and activity

283 results found

1. Mortgage Amount Outstanding can be 0

   4 votes

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

2. total repayment value

   2 votes

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   Robert Riach supported this idea  ·  Apr 29, 2025

3. Restrict admin access to a case on a client by client basis

   3 votes

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

4. name change date

   2 votes

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

5. Bulk Delete

   3 votes

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   2 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

6. Revamp of Dashboard

   40 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

7. Cases Screen - Search by specific data field

   7 votes

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 29, 2025

8. Show more information on Employment page

   30 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 4, 2025

9. Vulnerable Customer questions in Additional Fields (Sesame)

   9 votes

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   started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Apr 4, 2025

10. Ability to lock protection fact find to clients post application

    10 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

11. Consumer BTL

    6 votes

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    1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Apr 4, 2025

12. Renting from Housing Association

    2 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

13. Foreign Nationals - Permanent Rights to Reside

    2 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

14. 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

15. 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

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

    6 votes

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

17. 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

18. 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

19. Anticipated retirement age to be automatic/defaulted

    3 votes

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

20. Select Different Buyer Type for Applicants on Joint Case

    3 votes

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