Creating new lead, current data entry order is painful. When you select the broker it removes the applicant/s and then you need to reselect the applicant again. Can the order of process be amended to...
Every Client misses the Credit Proposal sign off in the finance vault- an essential step in process.
Make it very clear the client needs to complete this - Make it Red - Outstanding. Take out the...
Would be great if this could be bulk edited / updated. Would be really helpful if the "discount" field did not clear each time you update a product in the "funding position"
I would like to propose having a email link for individual contacts so that when we are emailing, we can link it to their contact card and we have a trail of evidence that way.
Then when there is a...
In the additional income section in the online fact find, it doesn’t show an option for allowances other than Car Allowances. Many of our clients have additional allowances which is an add on to...
This feature is similar to the one in Mercury (Connective), which automatically saves documents from emails that are copied to the deal. It will significantly reduce the time spent downloading and...
Hi Team, I'd like to be able to allocate a team roll to a task from the Construction and Review boards, like we can on the the leads and deals boards.
at the moment it only allows to allocate to...