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Settings and activity

13 results found

  1. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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  2. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    10 votes

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    under review  ·  4 comments  ·  Fact Find  ·  Admin →
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  3. Contact phone number for Employer in the income section of the FF

    37 votes

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
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  4. Occupiers over 17 – there is no section for this information.

    13 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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  5. Address history for last 3 years - should be a compulsory component to the fact find.

    12 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Admin →
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  6. Mothers maiden name on the fact find

    10 votes

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    0 comments  ·  Fact Find  ·  Admin →
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  7. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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  8. Notes section

    3 votes

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    0 comments  ·  Fact Find » Other  ·  Admin →
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    Parminder Kaul shared this idea  · 

  9. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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  10. Mortgage Payment Details

    2 votes

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    0 comments  ·  Fact Find  ·  Admin →
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  11. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    7 votes

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    1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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  12. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    7 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  13. Emails and notes fonts need to be consistent

    8 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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