Settings and activity

24 results found

1. Reducing the loan on re-mortgage

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   Dilesh Patel supported this idea  ·  Feb 24, 2026

2. Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.

   4 votes

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   Dilesh Patel supported this idea  ·  Feb 24, 2026

3. Sending out emails from your system

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   Dilesh Patel shared this idea  ·  Feb 17, 2026

4. ability to filter Document store files by uploaded by client versus adviser

   3 votes

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   Dilesh Patel supported this idea  ·  Feb 17, 2026

5. For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be

   4 votes

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   Dilesh Patel supported this idea  ·  Feb 17, 2026

6. Having a total for the credit commitments , that is seperate form the disposable out goings

   4 votes

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   Dilesh Patel supported this idea  ·  Feb 17, 2026

7. Solar panel questions in factfind

   6 votes

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   Dilesh Patel supported this idea  ·  Feb 17, 2026

8. To add different parts to the same mortgage

   5 votes

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   Dilesh Patel supported this idea  ·  Feb 17, 2026

9. ian@ridgewayfinance.com

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   Dilesh Patel supported this idea  ·  Feb 17, 2026

10. Ability to control the salutation/name emails from the system get sent to

    4 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

11. Remortgage an unencumbered property

    7 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

12. Having admin attached to a case

    6 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

13. Add Future Budget Planner to Outgoings Section of the Fact-find

    4 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

14. new job, make previous job an automatic drop into employment history

    16 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

15. For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created

    8 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

16. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

    12 votes

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    Dilesh Patel supported this idea  ·  Feb 17, 2026

17. Integration with a text messaging service

    33 votes

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    under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Dilesh Patel supported this idea  ·  Sep 22, 2023

18. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Dilesh Patel supported this idea  ·  Feb 20, 2023

19. Client portal - Post message

    22 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Dilesh Patel supported this idea  ·  Feb 20, 2023

20. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Dilesh Patel supported this idea  ·  Dec 16, 2022