Settings and activity

66 results found

1. Dashboard Drop Down Options

   21 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Oliver Potter supported this idea  ·  Nov 20, 2023

2. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

3. Include Broker fee and solicitor fees on the dashboard

   44 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

4. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

5. Dashboard figures to show current month and not last 31 days

   21 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

6. More Efficient Remortgage Management

   18 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

7. Give clients the ability to add a second applicant themselfs on the client portal

   58 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

8. Client portal notifications

   43 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

9. Remove ID and Address Verifcation Mandatory

   15 votes

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Oliver Potter supported this idea  ·  Nov 20, 2023

10. Improve customer journey

    17 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

11. Client portal - Post message

    21 votes

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    under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

12. Client portal /portfolio of properties

    19 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

13. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

14. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

15. Show cases as overdue once Follow up time/date is reached

    16 votes

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    under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

16. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

17. 1 click recent clients

    62 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

18. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

19. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023

20. To Do List

    30 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Oliver Potter supported this idea  ·  Nov 20, 2023