Settings and activity

251 results found

1. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

2. can we add the clients actual age next to their date of birth.

   5 votes

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

3. Include Ability to Make Fact Find Fields Mandatory

   4 votes

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

4. Short how to guides for non tech savvy clients

   5 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

5. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

   3 votes

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

6. 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

7. 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

8. 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

9. 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

10. 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

11. fixed term contract questions

    3 votes

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

12. 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

13. Search by case number

    2 votes

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

14. EPC

    8 votes

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

15. SEARCH BY PROPERTY ADDRESS

    12 votes

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

16. Sub accounts

    8 votes

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

17. 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

18. 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

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

    2 votes

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

20. 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