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, 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.
o Capacity to add unique BDM to deals and integrate them into merge fields for templated emails/docs: currently only one BDM can be tagged to each bank for each broker and if you change on one deal...
o Select the borrowing entity in the loan splits in the funding table so we can have a single deal card reflect the entire deal and the funding table reflect total lending - but make the funding...
o A field to identify deal type rather than just the board, EF, RESI, COMM, SMSF, AGRI so we can see at a glance how heavy a workload may be, and how much our different areas of expertise are...
The information entered in the Funding Position tab should automatically flow through to the Lodgement Funding screen. Currently, users must manually adjust figures such as LMI totals, post-cap LVRs,...
It would be great if a tile could be added to the finance vault for customers to provide consent for an Equifax report to be run OR alternatively through the Fact find.
Can we have any loans that have been ticked to consolidate/refinance in the liabilities tab automatically appear in the 'existing loans to refinance' or all existing loans and details in a drop down...