Settings and activity

84 results found

1. Integrate within firms own MS Teams

   27 votes

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

2. 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

3. Include a Lender Spread Report

   3 votes

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

4. 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

5. 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

6. 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

7. 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

8. Savings/emergency fund

   3 votes

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

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

   3 votes

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   Kieren George supported this idea  ·  Feb 6, 2025

10. solicitor details

    3 votes

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

11. CUT OUT DOUBLE KEYING

    3 votes

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

12. General note tab

    3 votes

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

13. 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

14. Employer details

    6 votes

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

15. mortgage term should reduce

    10 votes

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

16. Porting Mortgage Case

    14 votes

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

17. Income overview

    15 votes

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    under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

18. Add a field for property EPC Rating to the Fact Find

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

19. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

    8 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Kieren George supported this idea  ·  Feb 6, 2025

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