Settings and activity

101 results found

1. Valuation Date Field

   1 vote

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

2. Task Notifications

   12 votes

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

3. Referral Commission Field

   2 votes

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

4. Include Ability to Make Fact Find Fields Mandatory

   4 votes

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

5. New Mortgage Loan Amount for Remortgage Application

   6 votes

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   Samantha Brown supported this idea  ·  Apr 9, 2024

6. client to enter their own solicitor details

   5 votes

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

7. MORTGAGE SVR RATE

   4 votes

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   Samantha Brown supported this idea  ·  Apr 9, 2024

8. 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

9. Estate Agent and Solicitor on Summary Screen

   47 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. More Efficient Remortgage Management

    19 votes

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

19. 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

20. 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