Settings and activity

28 results found

1. Self Employed income does not need assets etc in the question, it should really only contain profit after tax

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2. For Self Employed income, projected profit should sit at the bottom of the case list, not at the top.

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3. Solution Builder Occupation does not match up from occupation in fact find , means extra rekeying

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4. ADD Description box in Income - HOMEMAKER

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   Shaun White shared this idea  ·  Nov 28, 2024

5. Add Box to indicate if commitments have been marked as to be cleared on completion

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   Shaun White shared this idea  ·  Nov 22, 2024

6. CUT OUT DOUBLE KEYING

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   Shaun White shared this idea  ·  Oct 16, 2024

7. CUT OUT DOUBLE KEYING

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   Shaun White shared this idea  ·  Oct 16, 2024

8. ADD Label to show if a commitment is to be redeemed on completion

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   Shaun White shared this idea  ·  Oct 10, 2024

9. Client notes

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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

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

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    Shaun White shared this idea  ·  Jun 6, 2024

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

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    Shaun White shared this idea  ·  Apr 29, 2024

12. Push commission through to SolutionBuilder

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    under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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13. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

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

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

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

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

16. Add living with partner to Fact Find

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

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

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

18. Credit Commitments Lender Name

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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

19. Display dependent age not years still dependent

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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

20. Add option for Unencumbered properties

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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