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12 results found

  1. Admin cc'd on case emails

    18 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Mark Bevan supported this idea  · 

  2. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Mark Bevan supported this idea  · 

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

    69 votes

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    2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Mark Bevan supported this idea  · 

  4. Fact Find - send a copy of fact find to Document store upon Completed

    22 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Admin →
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    Mark Bevan supported this idea  · 

  5. Display dependent age not years still dependent

    46 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Mark Bevan supported this idea  · 

  6. Vulnerable Customer questions in Additional Fields (Sesame)

    8 votes

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    started  ·  1 comment  ·  Fact Find  ·  Admin →
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    Mark Bevan supported this idea  · 

  7. Introducer reports that can generate a PDF report

    20 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Mark Bevan supported this idea  · 

  8. Ability to Customise the fields in reports

    7 votes

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    under review  ·  1 comment  ·  Reporting  ·  Admin →
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    Mark Bevan supported this idea  · 

  9. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Mark Bevan supported this idea  · 

  10. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Mark Bevan supported this idea  · 

  11. Enable us to edit spacing on suitability reports

    18 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Mark Bevan supported this idea  · 

  12. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    Mark Bevan commented  · 

    Additionally the ability to email multiple clients at the same time. This would allow us to send surveys etc for feedback inline with our consumer duty requirements

    Mark Bevan supported this idea  ·