Settings and activity

7 results found

1. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023

2. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023

3. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023

4. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023

5. Search notes

   17 votes

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   planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023

6. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023

7. Task without having a live case on file

   21 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   kate sheridan supported this idea  ·  Jan 4, 2023