Settings and activity

283 results found

1. Additional Fact Find Fields

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   planned  ·  0 comments  ·  General  ·  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 24, 2025

2. To be able to create a case with just clients name and add contact details later.

   3 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

3. Adding an existing client to a case

   3 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

4. Broker fees added to Dashboard

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

5. Pull existing property expense data through to client outgoings

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

6. Contract Workers

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   Robert Riach supported this idea  ·  Jan 24, 2025

7. Current Residential Address Error

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   Robert Riach supported this idea  ·  Jan 24, 2025

8. Residential Address Fact Find

   12 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

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

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   Robert Riach supported this idea  ·  Jan 24, 2025

10. Self Employed income to put through to Sourcing tools

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    Robert Riach supported this idea  ·  Jan 24, 2025

11. Notify us when documents are uploaded

    3 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

12. Residential Status

    8 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

13. complete address

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    Robert Riach supported this idea  ·  Jan 24, 2025

14. LTV on summary page and mortgage page

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    Robert Riach supported this idea  ·  Jan 24, 2025

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

    14 votes

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    4 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

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

    3 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

17. mortgage term should reduce

    10 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

18. General note tab

    3 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

19. Residential Status

    4 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025

20. fact find commitment and expenses

    15 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025