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Settings and activity

170 results found

  1. Dashboard updates

    3 votes

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

  2. Fact Find Progress Indicator

    6 votes

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

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

    60 votes

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

  4. Client portal notifications

    44 votes

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

  5. 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  · 

  6. Lead form on a broker website

    26 votes

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

  7. Client portal /portfolio of properties

    20 votes

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

  8. Improve customer journey

    17 votes

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

  9. Company Acknowledgements to be auto stored in Document Store when accepted by client

    10 votes

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

  10. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Admin →
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