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Settings and activity

58 results found

  1. Introducer reports that can generate a PDF report

    20 votes
    1 comment  ·  Reporting  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  2. Power Bi Embedded reports to include mortgages, protection, and B&C.

    2 votes
    planned  ·  0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  3. Occupiers over 17 – there is no section for this information.

    13 votes
    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Martin Parkin supported this idea  · 

  4. Address history for last 3 years - should be a compulsory component to the fact find.

    14 votes
    under review  ·  1 comment  ·  Fact Find  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  5. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    12 votes
    under review  ·  4 comments  ·  Fact Find  ·  Admin →
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    Martin Parkin supported this idea  · 

  6. Pre Populated emails format

    15 votes
    under review  ·  0 comments  ·  Emails  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  7. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

    7 votes
    planned  ·  0 comments  ·  Emails  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  8. Emails and notes fonts need to be consistent

    8 votes
    planned  ·  1 comment  ·  Emails  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  9. birthday

    11 votes
    under review  ·  1 comment  ·  Emails  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  10. Remo Op on the dashboard

    31 votes
    under review  ·  1 comment  ·  Dashboard  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  11. Smartr ' Mortgage offer expiry date' reminder

    52 votes
    started  ·  2 comments  ·  Workflow  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  12. Clear all notifications

    40 votes
    7 comments  ·  Notifications  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  13. Colour system to show the new remortgages

    5 votes
    under review  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  14. Client portal /portfolio of properties

    20 votes
    1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  15. Summary changes

    13 votes
    under review  ·  0 comments  ·  Fact Find » summary  ·  Admin →
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    Martin Parkin supported this idea  · 

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

    16 votes
    under review  ·  0 comments  ·  Fact Find » Income  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  17. Show solicitor practice address details

    19 votes
    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  18. Optional Email Addresses for clients

    35 votes
    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  19. Mortgage Fees being added to the loan

    15 votes
    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 

  20. Put an LTV calculator in the mortgage factfind

    29 votes
    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?
    Martin Parkin supported this idea  · 
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