Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

  1. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    JAMES P E CASEY commented  · 

    .

    JAMES P E CASEY supported this idea  · 

  2. Referring a protection case from a mortgage adviser to a protection adviser, the protection policy still shows in their workflow

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Protection  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    JAMES P E CASEY supported this idea  ·