Settings and activity

47 results found

1. For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

2. To add different parts to the same mortgage

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

3. ian@ridgewayfinance.com

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

4. Having admin attached to a case

   6 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

5. Ability to control the salutation/name emails from the system get sent to

   4 votes

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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

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

   14 votes

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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

7. For completed Product Transfer cases, copy over certain fields from original mortgage case when the new remortgage case is created

   6 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

8. Case Requirements Box - Document Checklist

   57 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

9. Display kanban by case not client

   67 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Glyn Bottomley supported this idea  ·  Mar 1, 2026

10. Completed cases stay showing in the Kanban until proc fee is marked as paid

    38 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

11. Create an Automated Protection Review Task/Reminder

    15 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

12. Have admin attached to a case- (if we want too -not mandatory) , this way can allocate tasks to admin the same way we do with Advisers.

    3 votes

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

13. Open Workflow to a bigger view of more than 300 ish so no clients go missing or not showing on UX-

    4 votes

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

14. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

    24 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

15. Ability to insert headers and footers on the Suitability Letter templates

    28 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

16. Allow tokens to be deleted before preview or finalise

    19 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

17. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    22 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

18. Enable us to edit spacing on suitability reports

    20 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

19. Suitability Report tokens to include age, income and more FF information.

    3 votes

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    0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026

20. Outlook Calendar integration

    28 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Glyn Bottomley supported this idea  ·  Mar 1, 2026