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  1. Please can we remove the feature on the address history section where it makes you put the date they moved into their current property, this is not needed and we often find we are needing to put a random date just to be able to save their current address.

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  2. Please add options for, 'Mortgage redeemed' and 'client not responding' 'client arranged directly'

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  3. I think the Consumer Duty questions eg. Will and Power of Attorney should be on the firt Factfind page rather than lost in Protection

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  4. Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal

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  5. Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one to select multiple cases

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  6. Adding Sort Refer to Smartr365 because I prefer SortRefer because it offers more than just conveyancing—it provides access to a wider range of services such as surveys, valuations, and wills, which makes it a versatile platform to support different client needs. I also like the flexibility around referral fees, which can be tailored on a case-by-case basis, and the added benefit of their loyalty scheme that rewards brokers for activity. Features like the “no completion, no fee” policy and the Second Search Promise give both me and my clients extra peace of mind, while the case tracking tools and dedicated…

    1 vote

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  7. County to pre populate in the property address, as this errors when trying to do B&C if not pre populated

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  8. Reminder contact email for when b&C renewals are close and same with protection side.

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  9. Ability to see a report of all Home Insurance cases which have policies ending in a specific future timeframe selectable by the user

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  10. 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.

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  11. Ability to gate user access for Experian credit searches

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  12. Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).

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  13. Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain

    1 vote

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  14. 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

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  15. 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

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  16. 1 vote

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  17. Templates for Notes section

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  18. 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.

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  19. 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

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  20. 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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