Skip to content

← Client Portal

How can we improve the Smartr365 Client Portal?

Client Portal

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 11 ideas
- Document Store 17 ideas
- Emails 21 ideas
- Fact Find 91 ideas
- General 182 ideas
- Introducers 6 ideas
- Lender Integration 1 idea
- Notes 12 ideas
- Notifications 7 ideas
- Protection 22 ideas
- Reporting 6 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 14 ideas

Nationality

Please add British Overseas National as an option in the Nationality question.

4 votes

Elisabeth von Hippel shared this idea · Aug 29, 2024 · Report… · Admin →

planned · Sep 3, 2024

An error occurred while saving the comment