In the classic view, all of the draft emails & tasks would appear on the one view/page along with the checklist items to the side. Please bring this back. It is too confusing and things are...
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...
Would be cool to have an expandable note on the kanban view to be able to update and/or view quickly without opening the deal card. For example, "With client to provide insurance."
There should be an option to add in additional securities that aren't a property- such as a term deposit in lodgment funding and so that it links up to AOL etc.
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 don't understand how you can be gathering data, input, comments and feedback from users on whether or not the "servicing calcs" by BE match what we enter, or what is compared to the Lender's...
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...