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30 results found

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

    3 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Saha Vishvanath shared this idea  · 

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

    2 votes

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

    17 votes

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  4. 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

    1 vote

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

    1 vote

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  6. Ability to gate user access with Experian credit searches

    1 vote

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  7. Templates for Notes section

    1 vote

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  8. Customize workflow and tailor it

    1 vote

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  9. Add our own Case Statuses

    2 votes

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  10. Additional statuses

    2 votes

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