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How can we improve the Smartr365 Client Portal?

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24 results found

  1. Remove ID and Address Verifcation Mandatory

    For those brokers that are an AR of a network, we cannot use your ID and Address verification system. Therefore, it would be good if we could remove it, so that it does not appear for the customer as it causes confusion and is unnecessary.

    15 votes

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    under review  ·  0 comments  ·  Admin →
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  2. Remove need to add an email address for second client

    When a new lead comes in, you won't get the emails of both clients. I understand it's needed for a portal log in but most applicants share one log in and complete the FF together.

    Currently we have to add a fake email to add the second client and then the fact find won't let them update it themselves.

    30 votes

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    under review  ·  2 comments  ·  Admin →
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  3. Client portal notifications

    Clients to be notified e.g documents

    47 votes

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    planned  ·  1 comment  ·  Admin →
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  4. Give clients the ability to add a second applicant themselfs on the client portal

    Give clients the ability to add a second applicant themselfs on the client portal

    63 votes

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    planned  ·  1 comment  ·  Admin →
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