Settings and activity

92 results found

1. Add option for Unencumbered properties

   32 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

2. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

   14 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

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

   94 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

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

   23 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

5. 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

6. 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

7. Revamp of Dashboard

   37 votes

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

8. 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

9. 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

10. 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

11. 1 click recent clients

    62 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

12. 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

13. 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

14. 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

15. BTL portfolio totals

    51 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

16. Multiple products on a mortgage

    93 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 15, 2023

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

    22 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 15, 2023

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

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 15, 2023

19. Display dependent age not years still dependent

    43 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 15, 2023

20. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Jun 8, 2023