Settings and activity

58 results found

1. Put an LTV calculator in the mortgage factfind

   28 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

2. Multiple products on a mortgage

   93 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

3. Removal of the questions relating to procuration fee on client Factfind

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

4. Existing Properties Limited Company

   20 votes

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   under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

5. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   21 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

6. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

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

   38 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

8. Prompt for 3 addresses in history

   30 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

9. Display dependent age not years still dependent

   43 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 27, 2024

10. Vulnerable Customer questions in Additional Fields (Sesame)

    8 votes

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    started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

11. Credit Commitments Lender Name

    8 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

12. Add option for Unencumbered properties

    32 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

13. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

14. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

15. 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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    Kate Thacker supported this idea  ·  Mar 27, 2024

16. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

17. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

18. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 27, 2024

19. 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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    Kate Thacker supported this idea  ·  Mar 25, 2023

20. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    17 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Mar 9, 2023