Settings and activity

18 results found

1. Solar panel questions in factfind

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Siobhan Knight-Potgieter shared this idea  ·  Sep 29, 2025

2. 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

3. 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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   Siobhan Knight-Potgieter supported this idea  ·  May 17, 2024

4. Add living with partner to Fact Find

   15 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

5. Multiple FactFind Applicants

   131 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

6. Task without having a live case on file

   23 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

7. Case Requirements Box - Document Checklist

   56 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

8. 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

9. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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

10. 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

11. Download all button document store

    72 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

12. 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

13. 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

14. Notify us when documents are uploaded

    3 votes

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

15. Short how to guides for non tech savvy clients

    5 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

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

    17 votes

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

17. 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

18. The app be fully compatible and usable

    2 votes

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