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  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

    10 votes

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    1 comment  ·  General  ·  Admin →
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    JAMES P E CASEY commented  · 

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    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

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    0 comments  ·  Protection  ·  Admin →
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    JAMES P E CASEY supported this idea  ·