Settings and activity

18 results found

1. Document order

   5 votes

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   planned  ·  1 comment  ·  General  ·  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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   Helen Wyles shared this idea  ·  May 29, 2024

2. 1 click recent clients

   63 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

3. Confidential Cases - restricting access

   46 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

4. lender address book for points of contact and numbers

   32 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

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

   17 votes

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   planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

6. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

   22 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

7. As an adviser i dont think that the document store is in a logical order.

   19 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

8. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Dec 5, 2023

9. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Helen Wyles supported this idea  ·  Aug 18, 2023

10. Multiple products on a mortgage

    94 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023

11. 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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    Helen Wyles supported this idea  ·  Aug 18, 2023

12. Product Transfer as Buyer Type

    55 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023

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

    94 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023

14. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    68 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Helen Wyles supported this idea  ·  Aug 18, 2023

15. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023

16. property details

    29 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023

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

    56 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023

18. Display dependent age not years still dependent

    45 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Helen Wyles supported this idea  ·  Aug 18, 2023