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 |
Overview | ✔️ |
|
|
| 1 | 1.0 | 3 | 💬 | |||
PP04 | Protection Quote Details |
Overview | ✔️ |
|
|
| 1 | 1.0 | 3 | 💬 | |||
PP05 | Case Notes | Action History | 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 | Attached Files | ✔️ |
|
|
| WF Amends 1 |
4 | 1.0 | 3 | 💬 |
Custom Fields
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 | 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 | ✔️ |
|
|
|
1 |
2
1.0 | 2 | 💬 | |||||||
PP15 | Initial Enquiry Details | Initial Enquiry Details | 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 | ✔️ |
|
Product Timeline Panel
❌
-
| 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 | ❌ | - | 💬 |
To be confirmed | |||||||||||
? | Network/Firm Panel | childCasesPanel (IM) | |||||||||
? | Intermediary Manager BI Panel | (IM) | |||||||||
? | Sourcing |