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7 results found

  1. marketing preferences to be mandatory first step (similar to document acknowledgements)

    1 vote

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    Guy Applebee shared this idea  · 

  2. Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlightin

    1 vote

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    Guy Applebee supported this idea  · 
    Guy Applebee shared this idea  · 

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

    6 votes

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  4. Add Future Budget Planner to Outgoings Section of the Fact-find

    4 votes

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

    14 votes

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  6. 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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  7. lender address book for points of contact and numbers

    34 votes

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    under review  ·  4 comments  ·  General  ·  Admin →
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    Guy Applebee supported this idea  ·