Settings and activity

58 results found

1. Introducer reports that can generate a PDF report

   20 votes

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   1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

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

   2 votes

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   planned  ·  0 comments  ·  Reporting  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

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

   11 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

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

   11 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

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

   10 votes

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   under review  ·  4 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

6. Pre Populated emails format

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

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

   4 votes

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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

8. Emails and notes fonts need to be consistent

   6 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

9. birthday

   10 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Aug 27, 2024

10. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Aug 27, 2024

11. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

12. Clear all notifications

    40 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

13. Colour system to show the new remortgages

    5 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

14. Client portal /portfolio of properties

    19 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

15. Summary changes

    13 votes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

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

    14 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

17. Show solicitor practice address details

    18 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

18. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

19. Mortgage Fees being added to the loan

    14 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024

20. Put an LTV calculator in the mortgage factfind

    28 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Mar 18, 2024