Settings and activity

39 results found

1. Allow advisers to update client's employment status

   9 votes

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   planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Apr 3, 2024

2. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

   5 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Apr 3, 2024

3. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Ian Lombardo commented  ·  Apr 3, 2024  ·  Edit…  ·  Delete…

   unbelievable this is not the case already..

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   Ian Lombardo supported this idea  ·  Sep 14, 2023

4. individual background properties not showing under other applicant

   3 votes

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Ian Lombardo shared this idea  ·  Apr 3, 2024

5. replicate The Key's report generator

   4 votes

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   0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Ian Lombardo shared this idea  ·  Jan 29, 2024

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

   35 votes

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Ian Lombardo commented  ·  Jan 29, 2024  ·  Edit…  ·  Delete…

   i cant believe this has still not been set up. This is clearly something we need.

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   Ian Lombardo supported this idea  ·  Jan 22, 2024

7. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Oct 10, 2023

8. American formatting used for dates, used rather than Uk date

   16 votes

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   planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Sep 14, 2023

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

   27 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Ian Lombardo supported this idea  ·  Sep 14, 2023

10. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Sep 14, 2023

11. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Sep 7, 2023

12. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  Jun 26, 2023

13. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

14. Fact Find - send a copy of fact find to Document store upon Completed

    22 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

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

    37 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

16. Show more information on Employment page

    28 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

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

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

18. property details

    27 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

19. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023

20. Pre-Filled Categories

    36 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Ian Lombardo supported this idea  ·  May 31, 2023