26 results found
-
Having the ability for clients to book meetings into my calendar from Smartr365.
Having the ability for clients to book meetings into my calendar /Outlook from Smartr365.
2 votes -
Having an open rate on emails sent from within Smartr365
Having an open rate on emails sent from within Smartr365. This way we can understand if a client has seen our time to remortgage email
2 votes -
Flexibility around 'Time to Remortgage' Emails
As the PT window has shortened, we feel flexibility should be given to firms to change the settings to pre populate the remortgage contact date to what works best for them rather than manually changing each case.
Clients being prompted at 6 months prior we personally feel is too soon when some PTs cant be reviewed until 3-4 months before.
1 vote -
Flexibility around timeframe for 'time to remortgage emails'
As the PT window has shortened, we feel flexibility should be given to firms to change the settings to pre populate the remortgage contact date to what works best for them rather than manually changing each case.
Clients being prompted at 6 months prior we personally feel is too soon when some PTs cant be reviewed until 3-4 months before.
1 vote -
Email Client When adviser shares a document
When adviser shares a document or mark it for acknowledgement send an email notification to the client.
1 vote -
Client status email notifications
Not a major issue however, the FF asks what the client would like to be known as i.e. Thomas Jones, prefers to be known as Tom. Then when the notification emails are sent it uses the full name (Thomas).
This make the email less personal.
4 votes -
email documents direct from smartr
we send out emails confiming 'Mortgage offer Issued' but then have to send out another one with the actual offer attached, it would be great to be able to attach the document to this email direct from the portal and customise the email sent to the client .Same with the suitability report, to be able to email it direct and have a log showing the client recieved it for compliance purposes
2 votes -
Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com
our Director of Technology for KFH group and has raised a pretty valid point about the likelihood of clients who receive the auto-generated Time to Remortgage email which comes through from
system@smartr365.com
believing it may be a spam email and therefore deleting it without realising its genuinely from us. Tom has suggested that we may be able to ‘mask’ the email with a KFH one in Smartr. Are you able to confirm if that is actually possible and how we might go about doing it. I’m sure that it would require some discussion between your developers and our own IT…5 votes -
in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer
in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer
8 votes -
birthday
An automated 'Happy Birthday email or special event, or Happy 1 Year in your new home' email, sent from 365 would add value to our clients.
11 votes -
Emails and notes fonts need to be consistent
All the fonts in the populated email are different which looks very unprofessional. Even when i change the font via selecting all it only changes the text, not the pre populated tokens. We need consistency for these.
8 votes -
Take the word Automated out of the pre populated emails
Take the word Automated out of the pre populated emails
2 votes -
Being able to send our own emails from the workflow
Being able to send our own emails from the workflow
4 votes -
Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule
Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening when my baby is sleeping and I don’t want to send out any communication outside office hours. The system doesn’t allow us to schedule this which means I am restricted to working 9am – 5pm.
3 votes -
Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours
Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours but the clients will receive these invitations or emails at our s=chosen times.
3 votes -
Admin cc'd on case emails
Include the Admin to get cc’d into any case emails sent from the system including the client notifications
19 votes -
Mailchimp and automation
It would be fantastic if we could have the choice to choose another email template (mailchimp ones) from the automated/ pre populated. So having the drop down menu to choose another email, as if they make their own pre offer email, it is more work to go to cases to email that , where if we had the drop down it would make it a lot easier!
19 votes -
Subject Line to include brokers name
For the emails sent out via the platform, it would be good if the subject lines included the brokerage name, so clients who receive the emails are aware of who it is coming from.
12 votes -
Pre Populated emails format
The email fonts and sizes are all different and they cannot be amended.
15 votes -
Email Notification when documents uploaded from Client side
Automated email to broker for when client uploads documents rather than button saying inform advisors, in case the client doesn't see this then the broker chases them for a document that is already in the system.
30 votes
- Don't see your idea?