Welcome to Community Voice

We love to hear feature requests for our projects from you! Community Voice works best when you file a single idea per submission, but feel free to file as many submissions as you’d like!

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1 vote

Download Fact Find to csv

It would be great to have the ability to dowload all the data from a customer fact find into a csv file so various calculations can be performed manually when…

Category: Broker Fact Find 1 comment
23 votes

Retirement age in broker fact find

For easier transition to retirement, is it possible to have the clients enter their expected retirement age, and method of paying out the loan after retirement during the fact-find completion?…

Category: Broker Fact Find 4 comments

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