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...
Coming from LMG where the clients are connected as a family unit and addresses, assets and liabilities can be kept up to date at any point in time. Makes it really easy to see and quickly amend...
Hello, can you please have feature to auto sync fact find data to BE. Presently, the clients or our office team fills fact find and is available in PDF format. We have to fill this data again...
Currently our process is to complete the Brokerwizard, including compliance (we have already chosen products in Quickli) then we have our support staff complete the Products section in BE. After...
Just a quick suggestion regarding the alarm icon in the top right corner. At the moment, any activity in the vault, whether it's a team member adding notes/documents or a client uploading documents,...
Hi there- it would be good to have an LMI section in Deal Dash as the Deal Dash loan amount odes not include LMI( so is Base only). i feel a smaller sep section should appear if there is any LMI so...
Hi there, Would love to be able to Edit the Interview Guide Templates all on one section like Email Templates allow instead of one by one with tiny box to do it in.