Following the latest AFG compliance update, which requires Credit Proposals to be downloaded from BE and manually uploaded to Flex, it would be more efficient if this document were automatically sent...
Hi team, we don't use all the parts of the broker wizard and it would be an improvement if we could tailor it to our individual businesses. There is a lot of time wasted on the parts of the wizard we...
- A report for deals conditionally approved would be helpful, rather than just having one only for formally approved deals.
- Showing totals for each date/month along the x axis rather than just...
It would be good if third party contacts are not assigned to a specific broker. This causes duplicate contacts for the same real estate agent, conveyancer etc etc when we have multiple deals with...
It would be good to know what date the document was uploaded to Finance Vault.
Most of our clients tend to send information in dribs and drabs and without opening every document to see what it is...
Ability for Fact Finds to be updated simultaneously across multiple active Leads, rather than having to wait for 1 Lead to be completed before we can Duplicate for the Fact Find to replicate into...
I often encounter BE being so slow when entering data. There are also so many unnecessary spaces, which makes it difficult to see everything without scrolling. Also, mortgage loans should be entered...