Settings and activity

11 results found

1. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Alex Smith supported this idea  ·  Jul 30, 2021

2. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

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

   60 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

4. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

5. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

6. Introducer reports that can generate a PDF report

   21 votes

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   1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

7. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

8. Ability to download log of acknowledged documents

   28 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

9. BTL portfolio totals

   53 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Alex Smith supported this idea  ·  Feb 17, 2021

10. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Alex Smith supported this idea  ·  Feb 17, 2021

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

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Alex Smith commented  ·  Jun 30, 2020  ·  Edit…  ·  Delete…

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

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    Alex Smith supported this idea  ·  Jun 30, 2020