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Settings and activity

92 results found

  1. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Samantha Brown supported this idea  · 

  2. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Samantha Brown supported this idea  · 

  3. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Samantha Brown supported this idea  · 

  4. Option Are you on electoral roll?

    26 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Samantha Brown supported this idea  · 

  5. Ability to Split Client/Broker Fees

    23 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Admin →
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    Samantha Brown supported this idea  · 

  6. Admin cc'd on case emails

    18 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Samantha Brown supported this idea  · 

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

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Samantha Brown supported this idea  · 

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

    35 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Admin →
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    Samantha Brown supported this idea  · 

  9. Allow tokens to be deleted before preview or finalise

    18 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Samantha Brown supported this idea  · 

  10. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Samantha Brown supported this idea  · 

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

    20 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Samantha Brown supported this idea  · 

  12. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Samantha Brown supported this idea  · 
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