Settings and activity

60 results found

1. 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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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Kate Thacker supported this idea  ·  Mar 25, 2023

2. 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

3. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 9, 2023

4. To show when another user is viewing the case (either client or another staff member).

   17 votes

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

5. Client portal notifications

   43 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Mar 9, 2023

6. Remove ID and Address Verifcation Mandatory

   15 votes

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

7. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Kate Thacker commented  ·  Mar 9, 2023  ·  Edit…  ·  Delete…

   This is exceedingly important for both advisers and admin to be cc'd in emails and notifications especially when adviser/admin on holiday etc no details can be seen on the case otherwise

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   Kate Thacker supported this idea  ·  Feb 7, 2023

8. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   93 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Feb 9, 2023

9. Two way email integration

   142 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Kate Thacker supported this idea  ·  Feb 7, 2023

10. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

11. Subject Line to include brokers name

    12 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

12. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

13. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

14. Include Broker fee and solicitor fees on the dashboard

    43 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

15. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

16. tags for linked clients on case view

    21 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

17. 1 click recent clients

    61 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

18. Automated tasks

    40 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

19. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023

20. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    19 votes

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    planned  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kate Thacker supported this idea  ·  Feb 7, 2023