Settings and activity

41 results found

1. 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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   francesca supported this idea  ·  Jan 8, 2024

2. 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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   francesca supported this idea  ·  Jan 8, 2024

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

   58 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

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

   23 votes

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   under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

5. Prompt for 3 addresses in history

   31 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

6. 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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   francesca supported this idea  ·  Jan 8, 2024

7. Add option for Unencumbered properties

   33 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

8. Ability to download log of acknowledged documents

   28 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

9. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

10. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

11. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    18 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

12. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

13. Search notes

    17 votes

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    planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

14. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

15. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

16. Suitability Letter - Add multiple products, and joint and single applicants

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

17. Electronic signatures

    84 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

18. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    20 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

19. Enable us to edit spacing on suitability reports

    18 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 5, 2024

20. More Information Should be Included on Workflow Tickets

    1 vote

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    planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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