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10 results found

  1. Have a pop up thats asks when turning on acknowledgments ' do you want to email your client to remind them to log in and accept?'

    5 votes

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    0 comments  ·  Document Store  ·  Admin →
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    Craig Gregory supported this idea  · 

  2. GDPR Documents

    2 votes

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    2 comments  ·  Client Portal  ·  Admin →
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    Craig Gregory commented  · 

    Can you not see the acknowledgement under your 'Company Document Acknowledgements' under document log?

  3. LV integration / Ability to complete comparison

    1 vote

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Craig Gregory shared this idea  · 

  4. Home Insurance Cases

    28 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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  5. Show more information on Employment page

    30 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Craig Gregory supported this idea  · 

  6. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    13 votes

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    under review  ·  5 comments  ·  Fact Find  ·  Admin →
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    Craig Gregory supported this idea  · 

  7. Vulnerable question should be in fact find rather than in the mortgages section .

    3 votes

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    0 comments  ·  Fact Find  ·  Admin →
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  8. Add Homemaker as a employment status

    5 votes

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    0 comments  ·  Fact Find » Income  ·  Admin →
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    Craig Gregory supported this idea  · 

  9. Remortgage an unencumbered property

    5 votes

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    0 comments  ·  General  ·  Admin →
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  10. Homebuyer app and Client Portal should be One

    4 votes

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    0 comments  ·  Client Portal  ·  Admin →
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    Craig Gregory supported this idea  ·