3 results found
-
Smartr ' Mortgage offer expiry date' reminder
Smartr document store currently has an Expiry date tab for each document that is uploaded, which is great but majority of the time is missed if an advisor/administrator has a big pipeline and there is one important document that will have a negative impact on processing if the expiry date is missed, this is the mortgage offer document. The idea would be to implement a reminder function, about 1 month before a document expires, that gets sent to the advisors/administrators email, this will leave enough time to ensure that the document gets renewed/extended or appropriate action is taken well in…
51 votes -
Customisable workflows with Tasks
Businesses have their own sales processes and stages, allow these to be reflected in customised Kanbans.
76 votesWe are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.
We intend to roll this out further to a limited number of firms shortlly.
Then wider for all.
-
Display kanban by case not client
When you look at the Kanban, it looks a lot busier than necessary as each client is listed, not each mortgage application. So on a joint application, both applicants are listed for the one record.
Ideally it should be per mortgage, that would make sense for all of us monitoring applications - not individual clients.
66 votes
- Don't see your idea?