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Planned

Add Security Value into Product Comparison

Lender service times

Transaction and settlement summary on commercial loan opportuinoity

Filtered search function in CRM

zoom in function

When merging a Funding Position it should attach it back tot the Opportunity

compliance requirements

Add a new text box in the Lead Capture for summary

Ability for members to upload their Industry Body; AFCA & PI Insurance documents at renewal (membership certificates & ins policy) into Mercury < Admin < My Details section

Add bulk download functionality

Year to Date (YTD) Income Calculator

'The following automated actions were attempted green box

Headshots for user profiles in Mercury

Linking Customer Centre to Doc Centre

When you view an uplodaed document in the Doc Centre it pops up a full view of the document.

Custom Questionnaire/ Fact Finds

Multiple forms on ID

Customise email send from Customer Centre

An intro video that explains how to to upload Documents

One screen which shows a snapshot of all the clients facilities, securities, recent notes.

Services / All lenders / Documents - CCR Sheets

In Progress

Product Comparison - edit function

Printable Living Expenses

Fact Find quick view/edit

Feed property data direct into CRM from RP Data

work in progress notification

Editing Task date

Brokers should be able to customise the Customer Centre

Compliance Questions as part of the Customer Centre

Complete

CRM- Sort names/opportunities alphabetically. Please add Sort Ascending/Descending feature as well.

business income under self-employed customers

Remove postcode from borrowing capacity calculation

Have the ability to send all the documents from Doc Centre to the Mercury Opportunity

Colour code opportunities

Bring back the summary line for comm statements

Opp Summary Screen

Customer Centre request completed Email

As a Broker I would like to have the functionality within Mercury to chat with other Mercury users

Expenses for an individual

Documentation in Mercury to feed into ApplyOnline

income status of 'yearly' to annual

date field in Notes

email with attachments

Widgets available from the CRM

CRM Beta- View Opportunity Address- Email address is not highlighted/automatically selected

Ability to clone an Opportunity

Copy address Function Across Whole Platform

Be able to assign multiple items in the inbox

autosave function

Kanban view - Customise view, add notes from the Kanban

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