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27 results found

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

    57 votes

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    started  ·  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. Document Store- newest to oldest filter

    30 votes

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

  4. 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  · 

  5. Download all button document store

    72 votes

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

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

    40 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Karen Dolling supported this idea  · 

  7. Lead form on a broker website

    26 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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