Settings and activity

92 results found

1. Case Requirements Box - Document Checklist

   56 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston commented  ·  Oct 30, 2023  ·  Edit…  ·  Delete…

   This needs to be able to be amended to our needs as brokers i.e. not just a pre-set list as all cases can be slightly different

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   Matthew Preston supported this idea  ·  Jun 2, 2020

2. Show cases as overdue once Follow up time/date is reached

   16 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

3. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023
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   Matthew Preston commented  ·  May 18, 2021  ·  Edit…  ·  Delete…

   Auto tasks

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4. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

5. Revamp of Dashboard

   39 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

6. As an adviser i dont think that the document store is in a logical order.

   19 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

7. Bank Statements - Separate Personal / Business

   22 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

8. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

9. Integrate within firms own MS Teams

   26 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jul 15, 2023

10. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 15, 2023

11. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 15, 2023

12. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 9, 2023

13. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Matthew Preston shared this idea  ·  Jan 18, 2022

14. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Matthew Preston shared this idea  ·  Jan 16, 2022
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    Matthew Preston commented  ·  Apr 23, 2020  ·  Edit…  ·  Delete…

    Important Notes - there should be an important notes section - where key information can be pinned to the top of a case.

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15. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

    18 votes

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    under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022

16. Email Notification when documents uploaded from Client side

    31 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022

17. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022

18. Summary changes

    13 votes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022

19. Inmprove the product transfer workflow

    13 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022

20. Show solicitor practice address details

    19 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022