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Credit Proposal approval in FinanceVault more visible to clients
Improvement
Under Review August 22, 2025

I have had a lot of clients recently have trouble trying to locate the Credit Proposal acknowledgment. I find I'm having to email them with specific instructions on where to look for it, where to click & how to navigate it. I don't find it that hard, however I'm using the system every day. Clients are just simply missing it and now I've had to create a template email on how to navigate it, when it should be straight forward. I think they get lost when they're looking at the portal, they see Privacy in green but then miss the Credit Proposal in white above it. A few suggestions could be: - make all items that need to be actioned in Orange to match the tick boxes and buttons - could the Credit Proposal go into the Due Now section - move the Privacy & Credit Guide to the approved section if it's been actioned

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