Adding a tag to a contact for marketing purposes. Adding a tag can only be completed by opening the contact. Is it possible to add this field to the Personal details section so it can be added...
Requesting the option to 'Delete Card' to be a User Permission under User Management, rather than a function open to all Users.
Similarly how exporting to CSV can be restricted for data retention.
To...
We have the copy button next to details such as lender reference, client email, phone number etc, can you please also add the button next to Broker Code ?
Half the time the broker code is cut off, so...
i was thinking that based on my expericen with a few brokers now that over 50% of their deals are no referrer/ self sourced so it would make more sense to have in the commission section of BE plus...
Would it be possible to replace the red and green dots on the fact-find with ticks and crosses instead? As someone who’s colour blind, I find it difficult to distinguish whether a section is correct...
Currently the deal owner can only be the Broker or the assigned team.
It would be ideal if we could assign someone in a team role on the deal to be the deal owner at any given time. Furthermore,...
We do get clients who apply for more than one loan. For this reason we create more than one application on BE. Updating data to each application is tedious, we do it for one application and it would...
At the moment (unless I'm mistaken) the only way you can add a tag to a contact is via "Contacts". It would be handy to be able to add a client tag when loading an applicant's details through the...
Hi,
I have came across to some customer for refinance of their home loans.
where the remaining loan term is like 23 years and 6 months for example.
They don't want to either increase the loan term...