We’ll use this space to track the following design activities
ID | Panel Name (eKeeper) | Panel Name (Settings) | Proposed Name (UX) | Tab | Scope | Priority | WF / UI | Version | Phase | Comments | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PP01 | Application Details | Mortgage Details 1 | Application Details |
Overview | ✔️ |
| WF Amends 1 |
4 | 1.0 | 1 | 💬 |
PP02 | Product Details | Mortgage Details 2 | Product Details |
Overview | ✔️ |
| WF Amends 1 |
4 | 1.0 | 1 | 💬 |
PP03 | Protection Details 1 |
Protection Details
Overview | ✔️ |
| 1 | 1.0 | 3 | 💬 | ||||||||||
PP04 | Protection Quote Details |
Protection Quote Details
Overview | ✔️ |
| 1 | 1.0 | 3 | 💬 | ||||||||||
PP05 | Case Notes | Action History |
Y ⭐
1
Notes | Notes | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | |||||
PP06 | Diary Entries | Diary Entries | Diary | Diary |
✔️ |
| WF Amends 1 |
4 | 1.0 | 1 | 💬 |
PP07 | Attached Files | Attached Files |
Y ⭐
WF
Attached Files | ✔️ |
| WF Amends 1 | 4 | 1.0 |
Custom Fields
Custom
Y ⭐
WF
3 | 💬 | ||||||||||||||
PP08 | Further Details | Further Details | (Brokers would be able to name it?) | ✔️ |
| WF Amends 1 | 4 | 1.0 | 1 | 💬 | |||||
PP09 | Simple Tasks | Simple Tasks |
Tasks List | ✔️ |
| WF Amends 1 |
4 | 1.0 | 1 | 💬 |
PP10 | Document History | Document History |
Product Documents | ✔️ |
| WF Amends 1 |
1 | 1.0 | 1 | 💬e Signature Status?? |
PP11 | Participants | Participants |
Y ⭐
WF
Participants | Overview | ✔️ |
| WF Amends 1 | 1 | 1.0 | 2 | 💬 | |||||||
PP12 | Stage History | Stage History | Product History |
✔️ |
| WF Amends 1 |
1 | 1.0 | 1 | 💬 |
PP13 | Supporting Documents | Ticklists |
✔️ |
| WF Amends 1 | 1 | 1.0 | 3 |
💬 This panel has different name in the recording and in the CRM 🤔 | ||
PP14 | Commission Options | Commission Details |
Y ⭐
WF
✔️ |
| 1 | 1.0 | 2 | 💬 | ||||||||||
PP15 | Initial Enquiry Details | Initial Enquiry Details |
Y ⭐
WF
Initial Enquiry | ✔️ |
| WF Amends 1 | 1 | 1.0 | 3 | 💬 | ||||||||||
PP16 | Email History | Product Timeline Panel | ✔️ |
| 1 | 2 | 💬 To be confirmed | ||||||||||
PP17 | Related Products | Related Products |
Related Products | ✔️ |
| WF Amends 1 | 1 | 1.0 | 3 | 💬 | ||||||||||
PP18 | Trustees and Beneficiaries | Trustees & Beneficiaries | ✔️ |
| WF Amends 1 | 1 | 1.0 | 3 | |||||||||
Additional Product Details | Product Image Showcase |
❌ | - | 💬 To be confirmed | ||||||
Transactions | Investment Transactions |
❌ | - | 💬 To be confirmed | ||||||
Funds | Investment Funds |
❌ | - | 💬 To be confirmed | ||||||
Credit Search | Credit Search |
❌ | - | 💬 To be confirmed | ||||||
Hometrack | Hometrack Search |
❌ | - | 💬 To be confirmed | ||||||
Borrower Experience | Borrower Experience |
❌ | - |
Product Timeline Panel
N
💬 To be confirmed | |||||||||||
? | Network/Firm Panel | childCasesPanel (IM) | |||||||||
? | Intermediary Manager BI Panel | (IM) | |||||||||
? | Sourcing |