Settings and activity

74 results found

1. Client portal /portfolio of properties

   19 votes

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   1 comment  ·  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  ·  Feb 14, 2023

2. Add attachments to application updates

   28 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2023

3. Two way email integration

   142 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2023

4. Pre Populated emails format

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 14, 2023

5. Option Are you on electoral roll?

   25 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 9, 2023

6. Automate the saving of Fact find pdf to Document Store

   33 votes

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   under review  ·  2 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 7, 2023

7. Ability to Split Client/Broker Fees

   22 votes

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   under review  ·  1 comment  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Feb 7, 2023

8. Admin cc'd on case emails

   18 votes

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

9. Ability to insert headers and footers on the Suitability Letter templates

   27 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Nov 14, 2022

10. Suitability Letter - Add multiple products, and joint and single applicants

    35 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 14, 2022

11. Allow tokens to be deleted before preview or finalise

    18 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 14, 2022

12. 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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    Samantha Brown supported this idea  ·  Nov 14, 2022

13. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    19 votes

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    planned  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 14, 2022

14. Include Broker fee and solicitor fees on the dashboard

    43 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Nov 10, 2022