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  1. having a AI agent in the client portal to help clients know what to fill in to their fact find,

    2 votes

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    0 comments  ·  Client Portal  ·  Admin →
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    Sami Al-Rawi shared this idea  · 

  2. Employer details improvement

    18 votes

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    under review  ·  2 comments  ·  General  ·  Admin →
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    Sami Al-Rawi commented  · 

    Fact Find - Employer details add field for Employer number

    Sami Al-Rawi supported this idea  · 

  3. 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  ·  Admin →
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    Sami Al-Rawi supported this idea  ·