Settings and activity

9 results found

1. Fact Find Email Chasers

   5 votes

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   0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  Aug 19, 2024

2. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  Jan 6, 2022

3. Download all button document store

   71 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  Jul 30, 2021

4. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  Feb 17, 2021

5. Introducer reports that can generate a PDF report

   20 votes

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   1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  Feb 17, 2021

6. Dashboard Drop Down Options

   21 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  May 19, 2020

7. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  May 19, 2020

8. 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  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  May 19, 2020

9. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Luke Northcott supported this idea  ·  May 19, 2020