97 results found
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Notifications
Is it possible to time stamp the notification bell in top right corner?
3 votesHi all, we will be able to timestamp each notification but not the bell itself
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N/A option on factfind
Have a 'N/A' option on the factfind as our network requires all boxes to be completed
1 voteRequirements unclear
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DigIdentity Payment Options
DigIdentity integration should offer the option for the brokerage to pay - The cost is fine, and is currently being deducted from invoice, but this doesn't work for Product Transfers and can't be recorded on KFI.
1 vote -
Pensions & Investments Should Not be Automatically Added as Cases
Cases page includes all cases including Pensions & Investments. This data should not be automatically populated into cases.
1 vote -
Childcare Costs Should Not Be Included in Credit Commitments
The Child Care costs currently sit in 'Credit Commitments'. As they're not a credit commitment they should be a free text box labeled Child Care Costs within the outgoings section of the FF.
The field shown in credit commitments is Childcare, which is a budgetary tool and isn't binding or legally committed, it may be in addition to or independent of a child maintenance arrangement.1 vote -
The ability to send nofications through the app, simialr to email to the client but on their home buyer app on their phone.
Having the ability to send a notification from the app by tick a box when making a note for a client to see, so the notification can go as a email and include as a notification to the App. I believe this would boost client retention and speed of the journey as most people do not check their emails daily, but they do check their phone.
1 voteThank you for posting your idea to improve Smartr365.
This idea has been archived as it has not reached the required votes.
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Workflow layout
Would it be possible in workflow instead of having number of days could we have the due date.
1 voteThank you for posting your idea to improve Smartr365.
This idea has been archived as it has not reached the required votes
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Microsoft authenticator app for the 2-factor ahtunetication
it would be good to get the 2 factor authentication to use the Microsoft Authenticator app (instead of sending a text message or receive a call), as when we travel out of the UK and want to log back into the system to check things, we need to receive text messages abroad and pay roaming charges; thanks for Brexit it's now a cost, not a lot of money but annoying that we need to pay to log into a system to keep an eye on things
1 voteThank you for posting your idea to improve Smartr365.
This idea has been archived as it has not reached the required votes.
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Ad hoc rename of statuses
Have the ability to rename the statuses to suit our work practices.
1 voteThank you for posting your idea to improve Smartr365.
This idea has been archived as it has not reached the required votes
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Reduced Fact find for non-regulated mortgages
Reduced Fact find for non-regulated mortgages , as we don't need all the extra info . Would be great to have them greyed out or choose what we ask the client so they aren't filling in information we don't need.
2 votesMoved to Archive due to inactiviy or votes in 6months
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MailChimp Templates More Accessible
Mailchimp templates should be more accessible throughout the platform, instead of only from the Cases page. The option to send an email could be added next to Notes and Tasks, with Mailchimp templates available to send personalised emails to clients easier.
2 votesMarked as Archive. Less than 3 votes in over 6 months.
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Notes down load in Excel, Pdf would be better
Notes down load in Excel, Pdf would be better
2 votesThis idea has been Archived. Less than 3 votes in 6months.
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If a broker wants to send a mass email, they can select the button rather than individually selecting every case.
Select All on Cases Tab
1 voteMoved to Archive due to no votes in 6months.
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Log changes to Fact Find
Need to know what changes have been made to a fact find either by the client or the adviser
2 votesArchived due to inactivity
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Applied for or Submission stage needed in Kanban
Adding a Submission stage in the Kanban
1 voteArchived due to inactivity
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Additional Box for second applicant when Tenants in Common is selected
We need a box for each applicant for Tenants in Common so that we can reflect the individual % ownership. Currently only 1 box opens when selected and this doesn't allow you to enter separate details
1 voteThis idea has been archived due to inactivitiy - no votes in 6 months.
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Total loan amount more visible
Within the factfind, it doesnt actually show you the total loan amount, you have to go on the summary page to find out what the total loan amount is, or add it up manually
1 voteThis idea has been Archived due to inactivity - no votes in 6 months.
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Bulk update of follow up dates
Bulk update of follow up date on kanban. The ability to change all dates of selected range of cases on kanban, rather than having to do one by one.
1 voteThis idea has been Archived due to inactivity - No votes in 6 months
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Automated protection case creatation
When a new mortgage case is submitted, a new protection case is automatically created
1 voteThis idea has been Archived due to inactivity - no votes in 6 months.
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Sync contact details to address book
Ability to sync contact details from Smartr365 to adviser's Microsoft or Apple contacts
1 voteArchived due to inactivity
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