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

Customer 360 activity templates

Can you please make the activity templates available to use in pipeline after the 360 has been sent to the customer. Currently once its locked we cant set an activity…

Category: Customer Portal 0 comments
1 vote

Static Deal Tabs

Is it possible to have the Heading Tabs (Home/0.Req& Objectives/1.Qualification/2. Max Loan/etc.) and the “Back/Forward”Navigation buttons to move through these tabs not disappear from via when scrolling down? It would…

Category: Other 1 comment
1 vote

New Flex Upgrade

would like to see the “Feature Notes” on the Requirements and Objectives page standardised as much as possible. This should be able to pre-populate from the tick boxes selected by…

Category: Broker Portal 0 comments
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
1 vote


Its great that we can set applicant as a primary but it would be awesome if we can also have the option to choose what order the 2nd and 3rd…

Category: AFG Suite 0 comments

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