Settings and activity

17 results found

1. equity release

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter shared this idea  ·  May 17, 2024

2. Add option for Unencumbered properties

   32 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

3. Add living with partner to Fact Find

   13 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

4. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

5. Task without having a live case on file

   21 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

6. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

7. Ability to see how long a case has been at a particular stage

   12 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

8. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

9. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

10. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

11. client ability to download documents or view applications post completion

    4 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

12. Clients need to be able to see documents from completed cases,

    4 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

13. Notify us when documents are uploaded

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter shared this idea  ·  May 17, 2024

14. Short how to guides for non tech savvy clients

    3 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter shared this idea  ·  Mar 8, 2024

15. American formatting used for dates, used rather than Uk date

    16 votes

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter supported this idea  ·  Mar 8, 2024

16. Colour system to show the new remortgages

    5 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter supported this idea  ·  Mar 8, 2024

17. The app be fully compatible and usable

    1 vote

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Siobhan Knight-Potgieter shared this idea  ·  Feb 29, 2024