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Settings and activity

275 results found

  1. Add 'No Contact' to reasons for not proceeding

    2 votes

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  2. Self Employed income to put through to Sourcing tools

    2 votes

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  3. Notify us when documents are uploaded

    3 votes

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  4. Residential Status

    8 votes

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    1 comment  ·  General  ·  Admin →
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  5. complete address

    2 votes

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    0 comments  ·  General  ·  Admin →
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  6. LTV on summary page and mortgage page

    2 votes

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  7. Ability to change the Pre-Set Remortgage Contact Dates

    14 votes

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    3 comments  ·  General  ·  Admin →
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    Robert Riach supported this idea  · 

  8. ADD Label to show if a commitment is to be redeemed on completion

    3 votes

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    0 comments  ·  General  ·  Admin →
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  9. mortgage term should reduce

    10 votes

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  10. General note tab

    3 votes

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    Robert Riach supported this idea  · 

  11. Residential Status

    4 votes

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    Robert Riach supported this idea  · 

  12. fact find commitment and expenses

    15 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Admin →
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    Robert Riach supported this idea  · 

  13. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Robert Riach supported this idea  · 

  14. Amend policy numbers/ mortgage account numbers after marked completed

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  15. Deceased Option in Fact Find

    20 votes

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    planned  ·  3 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

  16. Automatically move Employment details From Existing to History on Employment change

    44 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 

  17. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  18. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 

  19. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 

  20. Have a pop up thats asks when turning on acknowledgments ' do you want to email your client to remind them to log in and accept?'

    5 votes

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    0 comments  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 
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