227 results found
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Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user
Ability to see a report of all Home Insurance cases which have policies ending in a specific future timeframe selectable by the user
1 vote -
Building in a soft phone systems your clients with S365 that record meetings and transcripts
Building in a soft phone systems your clients with S365 that record meetings and transcripts
2 votes -
Not proceeded with cases identifiable on case drop down
When in the case summary, at the moment when you click on the case arrow to bring up all cases, none of them show if they have been updated as not proceeding/abandoned. It would help if we could have a notification next to any case that is not proceeding as we have to click into them to see if they are current files.
1 vote -
Ability to gate user access with Experian credit searches
Ability to gate user access for Experian credit searches
1 vote -
Ability to download notes as part of Fact-find download
Ability to have notes downloaded as well as part of the Fact-find that is downloadable
0 votes -
Search bar to able to differentiate between Case ID and mobil number.
Search bar to able to differentiate between Case ID and mobil number.
2 votes -
Lock Fact find
Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).
1 vote -
Full Protection Fact Find
Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain
1 vote -
Ability to "sort" and "filter" in the Tasks view
Tasks are presented in date/time order. It would be useful to be able to sort alphabetically on the task title and the client name (and also to filter these). When there's a long list of tasks you have to look through them all to establish a set of similar tasks (that may be due on different days, but would be beneficial to do as a batch) and where one client may have multiple cases that have actions. Ability to assign priority would also be useful. There is a status column that has nothing populated in it - that would also…
1 vote -
Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.
Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.
3 votes -
Adding Wills as its own tab ( like protection and B&C) in Smartr365
Adding Wills as its own tab ( like protection and B&C) in Smartr365
2 votes -
Documents
I want to change the filing system so I can work and add documents in the correct order for compliance as the standard process is absolutely *****. Handed. can we please get something done as soon as possible? It's ridiculous this
1 vote -
MM Marco Maffei System Administrator 1.14.41.2887 New Case Logout HomeBuyer Hub Customer Support 50+ Suitability Report Template
how do I speak to IT,
1 vote -
Templates for Notes section
Templates for Notes section
1 vote -
Remo window reduction
Can we please reduce remo notifications to 4 months as 6 months is way too long before and window is not even open for PT's. This way client will receive more accurate notifications.
1 vote -
Multiple Properties to one mortgage case
We would like to be able to add more than 1 property address within a mortgage case.
We action portfolio mortgages with multiple under one mortgage2 votes -
Property Portfolio
On the existing properties page, I would like to see a summary of the portfolio without having to click into each property individually. When submitting any case where the applicants own more than 1 property we are required to provide details of the portfolio i.e mortgage balances outstanding, value of the properties, mortgage liabilities and rental income. So being able to see all of those figures, and a total at the bottom of the screen would significantly increase the time it takes me to submit cases.
2 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 -
Report query
When generating reports, the dates should be based on the completion date rather than the when the status was changed to completed otherwise it's completely pointless having a completion date tab. This has caused huge problems for us.
2 votes -
Customize workflow and tailor it
Ability to add individual workflows in workflow builder for each user rather than have the workflow applied to all users.
Also the ability to have an 'opt in' or out feature of the workflow for users to opt in or out when creating a case
1 vote
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