Settings and activity

275 results found

1. 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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

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

   5 votes

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

9. 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

10. 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

11. 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

12. 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

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

    3 votes

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

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

    2 votes

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    Robert Riach supported this idea  ·  Mar 7, 2025

15. Protection - Smoker categories

    2 votes

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    Robert Riach supported this idea  ·  Mar 7, 2025

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

    3 votes

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    Robert Riach supported this idea  ·  Mar 7, 2025

17. Fact Find Additions

    2 votes

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    Robert Riach supported this idea  ·  Mar 7, 2025

18. 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

    2 votes

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    Robert Riach supported this idea  ·  Mar 7, 2025

19. Reducing loan amount on re-mortgage

    1 vote

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    Robert Riach supported this idea  ·  Mar 7, 2025

20. Inmprove the product transfer workflow

    14 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