All ideas

Would it be possible to add in the primary data grouping & date fields Weekday days only Monday - Friday not Saturday and Sunday?

Nottingham would really like to be able to utilise Criteria INSIGHT but they would really like to have an on overview of criteria changes by lender, by week/month/quarter for example with a breakdown of what criteria changes have been made as well...

Bridging lenders like Glenhawk currently using INSIGHT can't make the most of INSIGHT as bridging is not available from the mortgage type drop down in live sourcing.

Currently having to go in to each sub section for a remo mortgage reason and run a report. It would be beneficial to users to be able to see all the remo reasons selected in one report.

This is so lenders using insight can then track engagement levels for advisers specifically searching for green mortgages once that's been implemented within source.

I was hoping we could add a field in the Live sourcing part of INSIGHTS export data to include a product name to emulate the export excel that an adviser will do when completing a source. By having the product name in Live Sourcing, it will help l...

Hi! I've had some feedback from Cambridge Building Society that have asked if we could add pre-set lender panels e.g. ‘mutual’, top 20 lenders etc in the Lender drop down in the filters section, they've said this would help them analyse further an...

Danske raised some feedback following an INSIGHT Demo and trail to say that in the location filtering option it would useful to have regions as a selection. e.g South West England, South East England, Midlands etc as they are looking to launch int...

There are no system reports available that will just provide you with a list of the specific packaged products for a Packager on a certain panel in the system. EMAIL QUERY = "What do you think would be the best approach for us when we get a packag...

lenders are keen to be able to see how brokers are searching.