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  1. client ability to download documents or view applications post completion

    4 votes

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    0 comments  ·  Document Store  ·  Admin →
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    Kimberly Douglas shared this idea  · 

  2. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kimberly Douglas commented  · 

    Sub accounts are needed on existing mortgage tabs. when will this be available or how do we get around it in the meantime?

    Kimberly Douglas supported this idea  · 

  3. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Admin →
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    Kimberly Douglas commented  · 

    Can Fact Find be listed under compliance documents rather than the 'other' tab.

    Kimberly Douglas supported this idea  ·