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25 results found

  1. Remove need to add an email address for second client

    29 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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    Christine Newton supported this idea  · 

  2. As an adviser i dont think that the document store is in a logical order.

    19 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Christine Newton supported this idea  · 

  3. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Admin →
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    Christine Newton supported this idea  · 

  4. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Christine Newton supported this idea  · 

  5. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Christine Newton supported this idea  · 
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