Settings and activity

29 results found

1. GDPR Documents

   4 votes

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   2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Craig Gregory commented  ·  Oct 23, 2025  ·  Edit…  ·  Delete…

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

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2. LV integration / Ability to complete comparison

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   0 comments  ·  Buildings & Contents  ·  Edit…  ·  Delete…  ·  Admin →
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   Craig Gregory shared this idea  ·  Oct 23, 2025

3. Home Insurance Cases

   29 votes

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   under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Oct 23, 2025

4. Show more information on Employment page

   30 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Oct 23, 2025

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

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   under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Oct 23, 2025

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

   6 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Oct 23, 2025

7. Add Homemaker as a employment status

   8 votes

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   0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Oct 23, 2025

8. Remortgage an unencumbered property

   7 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Sep 30, 2025

9. Homebuyer app and Client Portal should be One

   4 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Sep 30, 2025