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28 results found

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

    53 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Karen Dolling supported this idea  · 

  2. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Karen Dolling commented  · 

    Agreed, many lenders ask how long a client has been in the UK if not born here. Unless you're in the habit, it isn't a natural question to ask so the prompt is good.

    Karen Dolling supported this idea  · 

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

    33 votes

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    under review  ·  2 comments  ·  Document Store  ·  Admin →
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    Karen Dolling supported this idea  · 

  4. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Karen Dolling supported this idea  · 

  5. Bank Statements - Separate Personal / Business

    21 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Karen Dolling supported this idea  · 

  6. Download all button document store

    68 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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    Karen Dolling supported this idea  · 

  7. Automatically move Employment details From Existing to History on Employment change

    36 votes

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    under review  ·  5 comments  ·  Fact Find » Income  ·  Admin →
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    Karen Dolling supported this idea  · 

  8. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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    Karen Dolling supported this idea  · 
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