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11 results found

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

    29 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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    Lucy Billingham supported this idea  · 

  2. Enable us to edit spacing on suitability reports

    21 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Lucy Billingham supported this idea  · 

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

    23 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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  4. Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int

    4 votes

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    under review  ·  1 comment  ·  Introducers  ·  Admin →
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    Lucy Billingham supported this idea  · 

  5. Client Portal Document Store - Completed Cases

    24 votes

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    under review  ·  3 comments  ·  Client Portal  ·  Admin →
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    Lucy Billingham supported this idea  · 

  6. Ability to have question Do you want Net Monthly Income and Expenditure Monthly included in calculations? automatically set to No than Yes

    2 votes

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    0 comments  ·  Cases View  ·  Admin →
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    Lucy Billingham supported this idea  · 

  7. Allow Customisable Groupings for Document Store

    2 votes

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    0 comments  ·  Cases View  ·  Admin →
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    Lucy Billingham supported this idea  · 

  8. LTD Company

    1 vote

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    0 comments  ·  Cases View  ·  Admin →
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  9. Being able to choose the time automated remortgages emails are sent.

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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    Lucy Billingham supported this idea  · 

  10. Being able to record renewal commission, non indemnity and claw back.

    3 votes

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    planned  ·  0 comments  ·  Reporting  ·  Admin →
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    Lucy Billingham supported this idea  · 

  11. Report on Date Field, not status changed date

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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    Lucy Billingham supported this idea  ·