Settings and activity

97 results found

1. client to enter their own solicitor details

   5 votes

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   0 comments  ·  Client Portal  ·  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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   Samantha Brown supported this idea  ·  Apr 9, 2024

2. MORTGAGE SVR RATE

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Apr 9, 2024

3. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2024

4. Estate Agent and Solicitor on Summary Screen

   46 votes

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   planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2024

5. Add living with partner to Fact Find

   15 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2024

6. Add option for Unencumbered properties

   33 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Sep 18, 2023

7. 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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   Samantha Brown supported this idea  ·  Sep 18, 2023

8. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   96 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Sep 18, 2023

9. Amend policy numbers/ mortgage account numbers after marked completed

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Sep 18, 2023

10. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Sep 18, 2023

11. B&C Renewal Date

    17 votes

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Sep 18, 2023

12. Revamp of Dashboard

    39 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

13. More Efficient Remortgage Management

    18 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

14. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

15. 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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    Samantha Brown supported this idea  ·  Aug 3, 2023

16. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

17. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

18. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

19. To show when another user is viewing the case (either client or another staff member).

    18 votes

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    under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Aug 3, 2023

20. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 15, 2023