Settings and activity

37 results found

1. Completed cases stay showing in the Kanban until proc fee is marked as paid

   37 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025

2. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

   9 votes

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   1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025

3. Protection Policy Completed Status

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   1 comment  ·  Protection  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025

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

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025

5. Recording Non-Indemnity Earnings

   6 votes

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025

6. Existing Cover auto created from Completed Protection cases

   7 votes

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   under review  ·  3 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025
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   Mary Hodges commented  ·  Aug 19, 2025  ·  Edit…  ·  Delete…

   I came here to add this. As time goes by this is getting increasingly annoying. Completed protection cases should be like mortgage case are carried over as existing policies in the completed protection cases file.

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7. Add new employment status of House Person to enable integration to SolutionBuilder

   4 votes

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   1 comment  ·  Protection  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Aug 19, 2025

8. Disposable Income Monthly

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

9. 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

10. Gross/Net Proc Fees

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

11. Porting Mortgage Case

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

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

    12 votes

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

13. Student loan

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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

14. '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

15. 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

16. Nick name for cases

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

17. Existing cover viewable on both client records

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

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

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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

19. Multiple products on a mortgage

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    planned  ·  19 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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20. Deceased Option in Fact Find

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