Settings and activity

44 results found

1. Display dependent age not years still dependent

   42 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

2. Client notes in Fact Find

   3 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

3. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

   3 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

4. Consumer BTL

   4 votes

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   1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

5. Add living with partner to Fact Find

   13 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

6. term

   7 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

7. Date of birth and age of dependants

   6 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

8. Occupiers over 17 – there is no section for this information.

   9 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

9. Address history for last 3 years - should be a compulsory component to the fact find.

   9 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Kieren George supported this idea  ·  Sep 10, 2024

10. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

11. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

12. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

13. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

14. Fact Find Progress Indicator

    5 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

15. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

16. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

17. Lead form on a broker website

    25 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

18. client to enter their own solicitor details

    4 votes

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    0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

19. Company Acknowledgements to be auto stored in Document Store when accepted by client

    9 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024

20. Mark all notifications as read

    3 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Sep 10, 2024