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11 results found

  1. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Admin →
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    Alex Smith supported this idea  · 

  2. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Admin →
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    Alex Smith supported this idea  · 

  3. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Alex Smith supported this idea  · 

  4. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Alex Smith supported this idea  · 

  5. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Alex Smith supported this idea  · 

  6. Introducer reports that can generate a PDF report

    20 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Alex Smith supported this idea  · 

  7. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Alex Smith supported this idea  · 

  8. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Alex Smith supported this idea  · 

  9. BTL portfolio totals

    50 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Alex Smith supported this idea  · 

  10. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Admin →
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    Alex Smith supported this idea  · 

  11. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Alex Smith commented  · 

    On the credit history section a short cut button to select 'no to all' would be helpful.

    Alex Smith supported this idea  ·