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How can we improve the Smartr365 Client Portal?

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5 results found

  1. 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.

    26 votes

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    under review  ·  1 comment  ·  Admin →
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  2. Lead form on a broker website

    Requesting a plug in that can feature on a broker's website that can record a lead's data and place it into Smartr.
    Something to collect the name, email address, contact number and what type of mortgage/protection they would be looking for.

    25 votes

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    under review  ·  1 comment  ·  Admin →
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  3. Client Portal Document Store - Completed Cases

    Whenever an adviser uploads documents to the Document Store for a completed case, the client is unable to see that document. This also means the client cannot refer back to old documents that would be uploaded. Clients need to see documents even on completed cases.

    18 votes

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    under review  ·  2 comments  ·  Admin →
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  4. 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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  5. Company Acknowledgements to be auto stored in Document Store when accepted by client

    When accepting a Company Acknowledgement in the Client portal the client can download this prior to accepting but then has no visibility of this afterwards. This causes issues if they do not download and want to see what they accepted after this time.
    Recommend that when accepting a Company acknowledgment e.g. Data Privacy Notice that this is auto saved in the Document Store

    9 votes

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    under review  ·  0 comments  ·  Admin →
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