Settings and activity

196 results found

1. Client notes in Fact Find

   4 votes

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

2. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

   8 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

3. Allow advisers to update client's employment status

   11 votes

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

4. Add option for Unencumbered properties

   33 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

5. Is the client vulnerable?

   • 

   5 votes

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

6. term

   9 votes

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

7. Date of birth and age of dependants

   9 votes

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

8. Occupiers over 17 – there is no section for this information.

   13 votes

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

9. Address history for last 3 years - should be a compulsory component to the fact find.

   14 votes

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

10. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    12 votes

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    under review  ·  4 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

11. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

12. Being able to send our own emails from the workflow

    4 votes

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

13. birthday

    11 votes

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

14. Fact find document

    22 votes

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

15. Document labelling

    5 votes

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

16. client ability to download documents or view applications post completion

    4 votes

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

17. Nationality

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

18. Clients need to be able to see documents from completed cases,

    4 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

19. Make dashboard more useful

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

20. enquiries@riachfinancial.co.uk

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    0 comments  ·  Buildings & Contents  ·  Edit…  ·  Delete…  ·  Admin →
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    Robert Riach shared this idea  ·  Sep 5, 2024