Settings and activity

24 results found

1. Integrate within firms own MS Teams

   26 votes

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   under review  ·  1 comment  ·  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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   Paul Stevenson supported this idea  ·  Sep 28, 2022

2. Limited company Improvements

   18 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

3. Update questions asked in Buildings and Contents

   19 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

4. B&C Renewal Date

   17 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

5. Add a field for the number of bathrooms in the property

   23 votes

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   planned  ·  1 comment  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

6. Optional Suitability Report Tokens - Tokens inside optional content

   36 votes

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   under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

7. Integration with a text messaging service

   32 votes

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   under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

8. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

9. Automatically move Employment details From Existing to History on Employment change

   40 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Paul Stevenson supported this idea  ·  Sep 28, 2022

10. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Sep 28, 2022

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

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Sep 28, 2022

12. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Sep 28, 2022

13. Existing Properties Limited Company

    21 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Sep 28, 2022

14. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Sep 28, 2022

15. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Sep 27, 2022

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

    57 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Paul Stevenson shared this idea  ·  Sep 27, 2022

17. Highlight mandatory fields with an * while completing / reviewing the Factfind.

    22 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Paul Stevenson shared this idea  ·  Sep 23, 2022

18. Client portal notifications

    44 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Aug 26, 2022

19. 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  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Aug 26, 2022

20. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Paul Stevenson supported this idea  ·  Aug 26, 2022