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1 VOTE

List of Lenders in User Settings

As a SourceInsight user, I need the ability to maintain a list of lenders in my User Settings that will be applied to the Ranking, Details Requests & Documents filters, so that I can easily run reports against my peer group. Raised by Hannah
almost 5 years ago in  0
1 VOTE

Saved Reports > Report Categorisation

As a SourceInsights user, I want to be able to categorise the Reports that I create, so that they become easier to locate when I've created 100's of Reports. Raised by Hannah The saved report functionality does not enable the user to categorise re...
almost 5 years ago in  0
1 VOTE

Track initial SOURCE Sort Order

As a user of SourceInsights, when XXXXXXXXXXXXXXXXXXXX, I want XXXXXXXXXXXXXXXXXXXX, so that XXXXXXXXXXXXXXXXXXXX.
almost 5 years ago in  0
1 VOTE

Ability to click on a product in the product results and be taken to the product details

Functionality requested by lenders, when running a report at 'Lender Product Reference' primary grouping, the user would like to click the product and be taken to the product details screen to review the product. Add functionality to Documents, Ra...
almost 5 years ago in  0
1 VOTE

Add Citizenship to filters for all reports

As a user of Source Insight, I need the ability to see the values selected in the Citizenship field when brokers source, so that I can better understand how often Expatriate is selected
almost 5 years ago in  0