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68 results found

  1. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Admin →
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    Kieren George supported this idea  · 

  2. client to enter their own solicitor details

    5 votes

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    0 comments  ·  Client Portal  ·  Admin →
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    Kieren George supported this idea  · 

  3. Mark all notifications as read

    4 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Kieren George supported this idea  · 

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

    10 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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    Kieren George supported this idea  · 

  5. 1 click recent clients

    63 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Kieren George supported this idea  · 

  6. include solicitor details on summary page

    8 votes

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    1 comment  ·  Cases View  ·  Admin →
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    Kieren George supported this idea  · 

  7. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Admin →
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    Kieren George commented  · 

    currently, if you want to see the solicitors details (normally when you are compelting an applicaiton) you have to go to setting to see the solcicotrs address/ phone number etc. Please could this be moved to the accual client fact find.
    Its not uncommon for a client to use a solicitor you have never heard of and will never use again. Therefore the settings page will get full of solicicotr you have only used once or twice.
    Please remove the requirment to provide a solicitors email - its ok to have it there as an option but I woulnt always get it from the client.

    Kieren George supported this idea  · 

  8. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Admin →
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    Kieren George commented  · 

    Is this talking about the downloadable version? In this case - yes please. This document is used when filling in application with lenders and all the information need to be viewable without much scrolling.

    Kieren George supported this idea  · 
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