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29 results found

  1. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Shaun White supported this idea  · 

  2. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Shaun White supported this idea  · 

  3. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Shaun White supported this idea  · 

  4. Document labelling

    5 votes

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    0 comments  ·  Document Store  ·  Admin →
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    Shaun White supported this idea  · 

  5. Client portal /portfolio of properties

    20 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Shaun White supported this idea  · 

  6. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Shaun White supported this idea  · 

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

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Admin →
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    Shaun White supported this idea  · 

  8. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Shaun White supported this idea  · 

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

    3 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Shaun White shared this idea  · 
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