Settings and activity

25 results found

1. LESS CLICKS AND SCROLLING

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Christine Newton shared this idea  ·  May 8, 2024

2. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Christine Newton shared this idea  ·  May 8, 2024

3. Add self build to purchase type in fact find

   23 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

4. Multiple products on a mortgage

   96 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

5. BTL FactFind

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

6. Removal of the questions relating to procuration fee on client Factfind

   25 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

7. Product Transfer as Buyer Type

   56 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

8. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   22 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

9. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Christine Newton supported this idea  ·  Feb 1, 2024

10. Show more information on Employment page

    30 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

11. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

12. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

13. Automatically move Employment details From Existing to History on Employment change

    41 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

14. Add a field for property EPC Rating to the Fact Find

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

15. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

16. Vulnerable Customer questions in Additional Fields (Sesame)

    9 votes

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    started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

17. Credit Commitments Lender Name

    9 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

18. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Christine Newton supported this idea  ·  Feb 1, 2024

19. 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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    Christine Newton supported this idea  ·  Feb 1, 2024

20. MORTGAGE SVR RATE

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Christine Newton shared this idea  ·  Feb 1, 2024