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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11 votes

SMS function in flex

It would be great to be able to schedule SMS reminders for appointments and also for client birthdays directly out of flex

Category: Customer Portal 1 comment
8 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 3 comments
4 votes

Lender Information Matrix

Hi it would be great to include the “nifty bits” about a lenders product. EG: alpha has a 100% offset on fixed- would be good to highlight this as the…

Category: Other 0 comments
3 votes

Bank application form generation with PCA

If the banks application form and Preliminary Credit Assessment could be generated together, then the forms could be printed/emailed to the client together. Right now we recommend a product, generate…

Category: AFG Suite 0 comments

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