212 results found
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Compliance functionality - Broker Risk Rating/Gating
Would be great if part of the hierarchy within the system could allow firms to assign risk rating and gating against each adviser, to determine if a particular adviser is authorised in only certain areas or if due to stage of development they require an enhanced level of advice checking/supervision. If the system could then link to this i.e. recognise that an adviser requires X% advice checks it would be an exceptional risk mitigation and oversight tool.
20 votes -
Compliance Module
There needs to be a Compliance module - needs to be able to assess risky cases, it also needs to put cases in a holding pen where a compliance officer can check the cases.
28 votes -
Employer details improvement
Please add an area in current employment not only for employers address but also contact number and possibly even supervisor or HR contact name
18 votes -
lender address book for points of contact and numbers
lender contact address book/contact details
33 votes -
Ability to set diary entries via Smartr
Ability to set diary entries via Smartr
Book meetings in calendars/ have visibility over advisers calendars
24 votes -
Using applicant's preferred name
The fact find asks what the Applicants are knows as, yet, when automated messages are sent by the system, that name is not used. Many people choose not to use their first names so why can't the system address them by the name they prefer?
1 vote -
Solicitors
It would be useful to be able to see full solicitors details on the case including postal address
0 votes -
Report bugs
A streamlined way to report bugs that doesn't involve fighting your AI to raise a ticket and then going back and forward to help identify the issue
0 votes -
Whatsapp intergration and back and forward button for cases
hi two things I would love.
On a case summary having a button that allows me to either send a whattsapp message direct to the client that then auto loads into notes.
Secondly a next and previous button on the case summary so I can move between cases.0 votes -
Notifications
- Notifications not opening task itself, but just tasks section
- Mark all as read works opposite way and marking all UNREAD
0 votes -
a
Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered
0 votes -
income summary
i would love for the income page to show the gross income without having to open it all up :)
0 votes
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