Settings and activity

92 results found

1. Case Requirements Box - Document Checklist

   55 votes

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   under review  ·  4 comments  ·  Workflow  ·  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  ·  Jun 8, 2023

2. Bank Statements - Separate Personal / Business

   21 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

3. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 8, 2023

4. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 8, 2023

5. Ability to see how long a case has been at a particular stage

   12 votes

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

6. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  Jun 8, 2023

7. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  May 17, 2023

8. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Samantha Brown supported this idea  ·  May 17, 2023

9. 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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   Samantha Brown supported this idea  ·  May 17, 2023

10. 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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    Samantha Brown supported this idea  ·  May 17, 2023

11. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

12. Prompt for 3 addresses in history

    31 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

13. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 17, 2023

14. Email Notification when documents uploaded from Client side

    30 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 5, 2023

15. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  May 5, 2023

16. Limited company Improvements

    18 votes

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    started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Apr 26, 2023

17. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Apr 26, 2023

18. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    18 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Mar 20, 2023

19. 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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    Samantha Brown supported this idea  ·  Feb 28, 2023

20. Client portal /portfolio of properties

    20 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Samantha Brown supported this idea  ·  Feb 14, 2023