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Settings and activity

251 results found

  1. Optional Email Addresses for clients

    35 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  2. Mortgage Fees being added to the loan

    15 votes

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

  3. Put an LTV calculator in the mortgage factfind

    31 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  4. Add self build to purchase type in fact find

    23 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  5. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  6. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 

  7. Existing Properties Limited Company

    22 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  8. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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

  9. Add a field for property EPC Rating to the Fact Find

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  10. Fact find logs

    4 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Robert Riach supported this idea  · 

  11. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  12. Notes section

    3 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Robert Riach supported this idea  · 

  13. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

    8 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Robert Riach supported this idea  · 

  14. Fact find - Gender

    5 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  15. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  16. Client notes in Fact Find

    4 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

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

    10 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  18. Allow advisers to update client's employment status

    11 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Admin →
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    Robert Riach supported this idea  · 

  19. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  20. Is the client vulnerable?

    6 votes

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    1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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