Please do something to stop the text overlapping in the fields displayed in the Applicants box on the homepage of the deal cards. Currently, this is a mess. See the screenshot attached
Would be nice for the system to automatically change clients post-settlement address without having us to manually go through and change this every time.
Currently the deal history report can end up being 20 or so pages long, and the audit logs of the compliance docs being issued and acknowledged by the client in FinanceVault get pushed down several...
Someone needs to review all pop-up/warning/error/can't-proceed messages to User.
There really is no point to some message I read, in that I then have to work out what itmeans or where it is realting...
The check list on BE is something we regularly use to track actions. However, the functionality built is that we have to click on that tiny circle to have it checked. What i suggest is that each time...
It would be great if there was a notification for each time a document was loaded to finance vault. Sometimes the customers do not select I'm done in finance vault which can lead to a delay in...
I have verified that the format of the questions found on the fact find sent through the online fact find does not fully match the fields under the fact find section on broker engine. This is the...
How come you took away the ability to list a referrer when creating a new lead or contact?
This needs to be manually reentered after the card is created and has broken workflows about advising the...