Settings and activity

21 results found

1. Client notes

   9 votes

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   under review  ·  4 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Shaun White commented  ·  Jun 18, 2024  ·  Edit…  ·  Delete…

   Give an option to make Tasks & Notes visible across customer records, not specific to the 1 case

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   Shaun White supported this idea  ·  Jun 18, 2024

2. ADD button that allows notes for customer to be viewed in any linked cases

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Shaun White shared this idea  ·  Jun 6, 2024

3. CREATE TOGGLE BUTTON so document order can read as you intended when uploading

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Shaun White shared this idea  ·  Apr 29, 2024

4. Protection

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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5. We have blocked the ability to put in the gross monthly amount and the system works out the calculated the annual gross Salary.

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   0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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6. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

   3 votes

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   0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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7. Use income captured in Gross Total per Annum to pull through for protection solutions

   5 votes

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Shaun White shared this idea  ·  Feb 7, 2024

8. Early Repayment Charge (ERC) visibility in Existing Properties

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   4 votes

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Shaun White supported this idea  ·  Feb 7, 2024

9. Add living with partner to Fact Find

   12 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Shaun White supported this idea  ·  Feb 7, 2024

10. Contact phone number for Employer in the income section of the FF

    35 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

11. Credit Commitments Lender Name

    7 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

12. Display dependent age not years still dependent

    42 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

13. Add option for Unencumbered properties

    30 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

14. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

15. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

16. Document labelling

    5 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

17. Client portal /portfolio of properties

    19 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

18. 1 click recent clients

    61 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

19. Add a field for the number of bathrooms in the property

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024

20. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Shaun White supported this idea  ·  Feb 7, 2024