Settings and activity

27 results found

1. 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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   Lisa York supported this idea  ·  Jul 2, 2024

2. Product Transfer as Buyer Type

   56 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Lisa York supported this idea  ·  Jul 2, 2024

3. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Lisa York supported this idea  ·  Jul 2, 2024

4. 1 click recent clients

   64 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Lisa York supported this idea  ·  May 17, 2024

5. Confidential Cases - restricting access

   46 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Lisa York supported this idea  ·  May 17, 2024

6. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Lisa York supported this idea  ·  May 17, 2024

7. 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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   Lisa York supported this idea  ·  May 17, 2024

8. Sourcing by Cheapest Overall product

   12 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Lisa York supported this idea  ·  May 17, 2024

9. Notes Section

   2 votes

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   0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Lisa York shared this idea  ·  May 17, 2024

10. Allow advisers to update client's employment status

    11 votes

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    planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

11. Dependants Drop down List - Move Son and Daughter to top

    5 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

12. 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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    Lisa York supported this idea  ·  May 17, 2024

13. Add living with partner to Fact Find

    15 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

14. 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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    Lisa York supported this idea  ·  May 17, 2024

15. Credit Commitments Lender Name

    9 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

16. Ability to lock protection fact find to clients post application

    10 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

17. Vulnerable Customer questions in Additional Fields (Sesame)

    9 votes

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    started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

18. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024

19. 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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    Lisa York supported this idea  ·  May 17, 2024

20. MORTGAGE SVR RATE

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Lisa York supported this idea  ·  May 17, 2024