Settings and activity

30 results found

1. Disposable Income Monthly

   7 votes

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   0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

2. Occupiers over 17 – there is no section for this information.

   13 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

3. Gross/Net Proc Fees

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

4. Porting Mortgage Case

   11 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

5. Ability to change the Pre-Set Remortgage Contact Dates

   11 votes

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   3 comments  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

6. Student loan

   1 vote

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   1 comment  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Mary Hodges commented  ·  Mar 6, 2025  ·  Edit…  ·  Delete…

   This still hasnet been actioned and it makes all the figures incorrect everything we record a student payment

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   Mary Hodges shared this idea  ·  Sep 23, 2024

7. 'next' button to increase date entry flow.

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Mary Hodges shared this idea  ·  May 2, 2024

8. Personation of workflow

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Mary Hodges shared this idea  ·  May 2, 2024

9. Nick name for cases

   4 votes

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Mary Hodges shared this idea  ·  Apr 5, 2024

10. Existing cover viewable on both client records

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Mary Hodges shared this idea  ·  Apr 5, 2024

11. Please amend form Remortgage to correct type of case as a Product Transfer

    14 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Nov 2, 2023

12. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Mary Hodges commented  ·  Nov 2, 2023  ·  Edit…  ·  Delete…

    This is so, so important. I cant believe this has not been actioned since it was recommended in 2020! It not the ability to add multiply products to a mortgage. We need the ability to add multiple mortgage to a property address.

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    Mary Hodges supported this idea  ·  Nov 2, 2023
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    Mary Hodges commented  ·  Nov 2, 2023  ·  Edit…  ·  Delete…

    We need to be able to add more than one mortgage to a single property address.

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13. Deceased Option in Fact Find

    20 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Nov 2, 2023

14. Amend policy numbers/ mortgage account numbers after marked completed

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Nov 2, 2023

15. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Sep 18, 2023

16. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

17. lender address book for points of contact and numbers

    33 votes

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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    Mary Hodges commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

    This is really important. You could just expand the solicitors database info adding a notes sections.

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    Mary Hodges supported this idea  ·  Aug 4, 2023

18. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

19. Review & Filter Protection referrals

    29 votes

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

20. Automate protection shortfall

    13 votes

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Mary Hodges commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

    Or even just a short fall calculation that you can add to manually.

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    Mary Hodges supported this idea  ·  Aug 4, 2023