Why need to input the name and birthday? Most clients don't want to disclose for their children's privacy. Can we just put the age and number of dependants instead?
for emails please add a delete button next to the edit and pin on the top right hand side so that we dont have to double click into it to then delete emails. as auto emails that appear we dont always...
Hi team,
Reaching out to request that you bring back the old way of adding a new lead or contact to a Lead or Deals board to allow us to include the Lead Source and Referrer at the initial stage as...
When we prepare an application, we add all current held debts of the applicants. This includes their existing property and its linked mortgages. But when we go to the lodgment funding, the details or...
Could we please have the lead source field added to the New Contact creation page?
Following the recent BrokerEngine update, we can no longer add a lead source when creating a new contact.
This...
To avoid potential inconvenience to future clients (if they miss the "save and close" button), are we able to give them one less "task" and have the system auto-save, like it does on the broker side...
Hi Guys,
We've noticed the loan repayments being calculated in the Products Tab and Funding Position aren't accurate. I did speak in the chat about this and was advised by Farrah that the repayments...
The current process to update client addresses is totally inadequate. and requires deletion of existing data and re-entry, rather than allowing it to be edited. Eg changing an existing Current...
Currently it is impossible to enter correct details for a client's postal address where that address is a PO or GPO Box. This is both in the Contacts Database and in fact find (Broker side). The...