212 results found
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More Information Should be Included on Workflow Tickets
Workflow tickets should include additional information to help identify correct case.
1 vote -
Data Import Should Not Affect Number of New Leads in Reports
Stats-wise it would be nice to know that this high 'New Lead' figure was as a result of an import.
1 vote -
Improve Error Message
When trying to Transfer a Protection case, the error message isn't clear that you need to Refer, and makes it seem like the error lies with the user's role(s). Smartr365 should either have one option for transfering all cases (regarless of Mortgage or Protection) or reword the error message to make expected action more clear.
1 vote -
Additional Information Needed in Experian Credit Files
The Experian Credit File needs to include:
CCJs / dates of CCJs / CCJ payments / How much CCJs are for / Who CCJs are with / details of any defaults (who with and when)
* Plus the same for any bankruptcies.This information is included in credit files direct from Experian and from other providers.
1 vote -
Change 'Completion of Remortgage Date' label to 'Completion Date'.
The completion date for a purchase is labelled "Completion Date" but for remortgage products, it's labelled "Completion of Remortgage Date" This refers to the date of completion for the current product, but because the labelling is different and somewhat misleading, and could be interpreted as the expected completion date for the future remortgage.
This has a knock on effect for reporting.
1 vote -
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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