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133 results found

  1. Bank Statements - Separate Personal / Business

    21 votes

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

  2. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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  3. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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  4. Dashboard updates

    3 votes

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    0 comments  ·  Dashboard  ·  Admin →
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    Robert Riach supported this idea  · 

  5. Fact Find Progress Indicator

    6 votes

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    0 comments  ·  Dashboard  ·  Admin →
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    Robert Riach supported this idea  · 

  6. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  7. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  8. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Admin →
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    Robert Riach supported this idea  · 

  9. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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  10. Client portal /portfolio of properties

    19 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  11. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Admin →
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  12. Company Acknowledgements to be auto stored in Document Store when accepted by client

    9 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

  13. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Admin →
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