Settings and activity

66 results found

1. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Linda Vellosa supported this idea  ·  Jan 9, 2023

2. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

3. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

4. Download all button document store

   71 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

5. Being able to upload .MSG to the document store

   34 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

6. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

7. Dashboard Drop Down Options

   21 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

8. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

9. Include Broker fee and solicitor fees on the dashboard

   44 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

10. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

11. More Efficient Remortgage Management

    18 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

12. Add Partnership to Self Employment Type

    17 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

13. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

14. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

15. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

16. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

17. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

18. 1 click recent clients

    62 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

19. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

20. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023