Settings and activity

207 results found

1. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

   3 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Robert Riach supported this idea  ·  Jan 14, 2025

2. Some clients cant find Documents

   8 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

3. Show cases as overdue once Follow up time/date is reached

   16 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

4. CASE ID

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

5. New Mortgage Loan Amount for Remortgage Application

   6 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

6. Savings/emergency fund

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

7. fixed term contract questions

   3 votes

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   Robert Riach supported this idea  ·  Sep 5, 2024

8. Visa questions

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

9. Search by case number

   2 votes

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   Robert Riach supported this idea  ·  Sep 5, 2024

10. EPC

    8 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

11. SEARCH BY PROPERTY ADDRESS

    11 votes

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    planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

12. Sub accounts

    7 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

13. Search using policy reference numbers

    11 votes

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

14. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    21 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

15. Notes to remind you to save , if not saved.

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    0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

16. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

    16 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

17. Optional Email Addresses for clients

    35 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

18. Mortgage Fees being added to the loan

    15 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

19. Put an LTV calculator in the mortgage factfind

    30 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

20. Add self build to purchase type in fact find

    22 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024