Settings and activity

23 results found

1. replicate The Key's report generator

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   0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 10, 2025

2. Cut the BS!

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   0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 10, 2025

3. Having non indemnity shown on the protection reports as a separate field. This way we can at least see what is expected to be paid in full

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   0 comments  ·  Reporting  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 10, 2025

4. client ability to download documents or view applications post completion

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 10, 2025

5. Clients need to be able to see documents from completed cases,

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 10, 2025

6. Client Portal Document Store - Completed Cases

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   under review  ·  3 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Angela Scott commented  ·  Dec 10, 2025  ·  Edit…  ·  Delete…

   Please change it so that clients can view/download documents on completed cases. It completely undermines the integrity of the system if we have to resort to another way to provide documents post completion.

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   Angela Scott supported this idea  ·  Dec 9, 2025

7. Give clients the ability to add a second applicant themselfs on the client portal

   62 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 9, 2025

8. Client portal notifications

   46 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 9, 2025

9. Remove need to add an email address for second client

   30 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Angela Scott supported this idea  ·  Dec 9, 2025

10. Client portal /portfolio of properties

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Angela Scott supported this idea  ·  Dec 9, 2025

11. Short how to guides for non tech savvy clients

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Angela Scott supported this idea  ·  Dec 9, 2025

12. Property Portfolio

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Angela Scott supported this idea  ·  Dec 9, 2025

13. Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Angela Scott supported this idea  ·  Dec 9, 2025

14. Property Portfolio

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    Angela Scott supported this idea  ·  Dec 9, 2025

15. To add different parts to the same mortgage

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Angela Scott supported this idea  ·  Dec 9, 2025

16. Having admin attached to a case

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    Angela Scott supported this idea  ·  Dec 9, 2025

17. Having a total for the credit commitments , that is seperate form the disposable out goings

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    Angela Scott supported this idea  ·  Dec 9, 2025

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

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    Angela Scott supported this idea  ·  Dec 9, 2025

19. Solar panel questions in factfind

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    Angela Scott supported this idea  ·  Dec 9, 2025

20. Remortgage an unencumbered property

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    Angela Scott supported this idea  ·  Dec 9, 2025