Settings and activity

31 results found

1. Credit Commitments Lender Name

   9 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

2. Display dependent age not years still dependent

   47 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

3. Add option for Unencumbered properties

   33 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

4. Multiple FactFind Applicants

   132 votes

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   planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Shaun White supported this idea  ·  Feb 7, 2024

5. Document Store- newest to oldest filter

   30 votes

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

6. Document labelling

   6 votes

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

7. Client portal /portfolio of properties

   22 votes

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

8. 1 click recent clients

   65 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

9. 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

10. Home Insurance Cases

    28 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

11. ADD Box that allows advisor to key gross from payslip that system then annualises

    4 votes

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Shaun White shared this idea  ·  Feb 7, 2024