Settings and activity

68 results found

1. 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

2. Remortgage progress

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

3. 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

4. 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

5. Integrate within firms own MS Teams

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

6. 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

7. 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

8. 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

9. 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

10. 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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    Kieren George supported this idea  ·  Feb 6, 2025

11. 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

12. Savings/emergency fund

    3 votes

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    Kieren George supported this idea  ·  Feb 6, 2025

13. ADD Label to show if a commitment is to be redeemed on completion

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

14. solicitor details

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    Kieren George supported this idea  ·  Feb 6, 2025

15. CUT OUT DOUBLE KEYING

    3 votes

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    Kieren George supported this idea  ·  Feb 6, 2025

16. General note tab

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    Kieren George supported this idea  ·  Feb 6, 2025

17. Search via lender ref, mortgage a/c no and address

    13 votes

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

18. Employer details

    6 votes

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    Kieren George supported this idea  ·  Feb 6, 2025

19. mortgage term should reduce

    9 votes

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    Kieren George supported this idea  ·  Feb 6, 2025

20. Porting Mortgage Case

    11 votes

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