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...
When clients are uploading documentation due to the number of leads in some columns it would be very handy if we were able to order the column by most recent "alert bell" as opposed to date just so...
I'd like to see BE become a client based CRM where information is held on the client - ID, addresses/contact details /employment etc...rather than set up by a 'new lead/deal' when the client comes...
When archiving categories in the finance vault allow a category to be added back in from a stack with a matching name.
Use case:
AIP - payslips are requested, client provides them, payslip category...
I like to update my clients address after a ooc purchase has settled to keep my records up to date for any future loans. There should be a way to simply change the current address to a previous...
Is there any chance to make the property bubble bigger to show the full property name, property Value and LVR? as I tried making it, and we could not do it on our end.
Also, we can add the offset,...