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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7 votes

Pricing Discount functionality when using "Products"

I would like to see Pricing Discount functionality when using “Products” to create a Product Comparison Report. As a new customer has asked to look at several Lender product Comparisons….

Category: Other 0 comments
35 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 5 comments
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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