Page Comparison

Wireframe Walkthrough 1

2916/1101/2223

Mortgage Details 1 (Application Details) (03:00)
Mortgage Details 2 (Product Details) (20Product Details - PP01 (00:00)
Action History (Case Notes ) - PP05 (2600:0052)
Diary Entry - PP06 (3403:0042)
Attached Files - PP07 (5005:5115)
Custom Fields (Further Details ) - PP08 (5907:005)
Simple Tasks (1:05:00)
Document History (1:13- PP09 (08:00)
Document History - send emails PP10 (1:28:37)
Email History (1:32:00)

Wireframe Walkthrough 2

Participants (0010:07)
Participants - PP11 (16:00)
Stage History (12:55)
Ticklists (15:14) - Compliance Checklist
Commission Details (42:24- PP12 (18:41)
Related Products - PP17 (5319:0024)

Products Panels - Part 3

Link

16/12/22

Protection Product Panels - PP03 - Additional desk Details, PP04 Policy Details (02:22 )
After Update Pages (13:00)
New Participants (Tabs at bottom). (1:00:00)?

Products Panels - Part 4

10Initial Enquiry - PP15 (21:00)

Wireframe Walkthrough 2

31/01/23

Scope Initial Enquiry - PP15 (00:00)
Product After Update (4:40)
Sending Letters (5:32)
Sending Emails (32:18)
Sending Text Messages (46:00)
Attaching Files (55:33)
Linking Related Products (58:25) (Text- Used?)
Related Products - Commission (1:03:00) (1:18:00)
Case Notifications (1:30:00)
Adding Participants (Security Questions where? used?) (1:17:00)
Diary Entries - (permissions & find free slot?) (1:22:00)
Case Note Statistics (used?) (1:24:00)
Sourcing Systems (1:30:00)
Changing Applicant Order (1:32:00)
Product Ownership History (role history)
Adding Dairy Entry for User Role (used?)
Case Abandoned
Initial Enquiry Details (1:37:00)Supporting Documents (16:50)
Trustees and Beneficiary (33:47)
Questions - 37:00

Wireframe Walkthrough 3