Settings and activity
5 results found
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34 votes
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29 votes
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Wesley Ronayne
commented
Would be very interested to see what we are looking to do with equity release as it will be different to how we complete residential mortgages.
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80 votes
Hi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
An error occurred while saving the comment Wesley Ronayne
commented
One last thing which would be really beneficial especially when it comes to completing a suitability report. Can the system auto calculate the disposable income by drawing the figures from income and outgoings to create the disposable income.
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33 votes
An error occurred while saving the comment Wesley Ronayne
commented
Email a client when there is a document for them to accept receiving
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143 votes
We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.
An error occurred while saving the comment Wesley Ronayne
commented
We need the functionality to send emails from the system as well as keeping a record of the email thread.
It would be very helpful if we could just frag and drop emails directly into the document store as a file type that is accepted.