Settings and activity

13 results found

1. Change time to remortgage email to have more uniform/consistent font sizes and style

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   Saha Vishvanath commented  ·  Oct 30, 2025  ·  Edit…  ·  Delete…

   Font size formatting needs to be changed to make it more consistent as it does not look great if there are 3 different main sections each with 3 different font sizes

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   Saha Vishvanath shared this idea  ·  Oct 30, 2025

2. Remortgage an unencumbered property

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   Saha Vishvanath supported this idea  ·  Sep 24, 2025

3. Ability to add same email and phone number for 2 applicants on a joint applicant case

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   Saha Vishvanath shared this idea  ·  Sep 23, 2025

4. Ability to add same email and phone number for 2 applicants on a joint applicant case

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   Saha Vishvanath shared this idea  ·  Sep 23, 2025

5. Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases

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   Saha Vishvanath shared this idea  ·  Sep 19, 2025

6. new job, make previous job an automatic drop into employment history

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   Saha Vishvanath supported this idea  ·  Sep 17, 2025

7. Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one

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   Saha Vishvanath shared this idea  ·  Sep 5, 2025

8. Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user

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   Saha Vishvanath shared this idea  ·  Aug 19, 2025

9. Ability to gate user access with Experian credit searches

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   Saha Vishvanath shared this idea  ·  Aug 15, 2025

10. Templates for Notes section

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    Saha Vishvanath shared this idea  ·  Jul 25, 2025

11. Customize workflow and tailor it

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    Saha Vishvanath shared this idea  ·  Jul 7, 2025

12. Add our own Case Statuses

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    Saha Vishvanath shared this idea  ·  Jul 4, 2025

13. Additional statuses

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    Saha Vishvanath supported this idea  ·  Jul 4, 2025