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  1. Two way email integration

    144 votes

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    33 comments  ·  Emails  ·  Admin →
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    David Latimer commented  · 

    This would be very useful to keep the file compliant. We ask the client to confirm via email that they do not wish to put certain protection in place and they understand the risks, we need to keep this on file and email recording would assist

    David Latimer supported this idea  · 

  2. Current Rent in FF

    10 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    David Latimer shared this idea  · 

  3. Use income captured in Gross Total per Annum to pull through for protection solutions

    6 votes

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    under review  ·  0 comments  ·  Protection  ·  Admin →
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    David Latimer supported this idea  ·