5 results found
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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.
19 votes -
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 Store9 votes -
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 -
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 -
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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