Settings and activity

38 results found

1. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  Sep 20, 2021

2. Multiple products on a mortgage

   91 votes

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   planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  Jul 20, 2021

3. Sourcing by Cheapest Overall product

   12 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021

4. Other income to pull through to 27tec

   13 votes

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   under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021

5. Automated tasks

   40 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021

6. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021
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   Lee Martin commented  ·  Oct 26, 2020  ·  Edit…  ·  Delete…

   A lender section to record details of each lenders BDM, email address and contact tel numbers just a simple address book

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7. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021

8. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021

9. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Lee Martin supported this idea  ·  May 25, 2021

10. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  May 25, 2021

11. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  May 25, 2021

12. Option Are you on electoral roll?

    25 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  May 25, 2021

13. Revamp of Dashboard

    36 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Lee Martin shared this idea  ·  Dec 17, 2020

14. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020

15. Summary changes

    13 votes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020

16. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020

17. Show solicitor practice address details

    17 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020

18. Put an LTV calculator in the mortgage factfind

    27 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020

19. Time in Employment

    14 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020

20. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

    13 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Lee Martin supported this idea  ·  Dec 17, 2020