Settings and activity

76 results found

1. Mortgage direct debit bank details - should be a compulsory component to the fact find.

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   under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Kieren George commented  ·  May 15, 2025  ·  Edit…  ·  Delete…

   I would not want this to be compulsory (the less compulaory parts the better)

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2. Document store pop up

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   0 comments  ·  Document Store  ·  Edit…  ·  Delete…  ·  Admin →
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   Kieren George shared this idea  ·  May 15, 2025

3. Self Emloyed income tidy up

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Kieren George shared this idea  ·  Apr 24, 2025

4. Data missing from Twenty7tec

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   0 comments  ·  Fact Find » New Mortgages  ·  Edit…  ·  Delete…  ·  Admin →
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   Kieren George shared this idea  ·  Apr 24, 2025

5. name change date

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George shared this idea  ·  Apr 24, 2025

6. Blur background schedule a call

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Kieren George shared this idea  ·  Apr 24, 2025

7. Remove need to add an email address for second client

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Kieren George commented  ·  Apr 10, 2025  ·  Edit…  ·  Delete…

   I currently spend half my life explaining, 'yes I do need your partners full name, yes their own individual email, no I’m not going to call them but I need their number to set them up'.... it would be much better if I could set up the first client and then have them set up the 2nd client.

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   Kieren George supported this idea  ·  Apr 10, 2025

8. Some clients cant find Documents

   8 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Apr 10, 2025

9. Cut the BS!

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   0 comments  ·  Suitability Report Generator  ·  Edit…  ·  Delete…  ·  Admin →
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   Kieren George shared this idea  ·  Feb 6, 2025

10. Remortgage progress

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    0 comments  ·  Dashboard  ·  Edit…  ·  Delete…  ·  Admin →
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    Kieren George shared this idea  ·  Feb 6, 2025

11. Add temporary solicitors

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    0 comments  ·  Fact Find  ·  Edit…  ·  Delete…  ·  Admin →
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    Kieren George shared this idea  ·  Feb 6, 2025

12. Edit fact find download

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kieren George shared this idea  ·  Feb 6, 2025

13. Integrate within firms own MS Teams

    26 votes

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

14. Income Types Do Not Match Halifax

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

15. Include a Lender Spread Report

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

16. Group Deleted Documents in Doc Store

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

17. Additional Fact Find Fields

    4 votes

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    planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

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

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

19. Filter notes to so can remove Automated notes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

20. Savings/emergency fund

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025