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28 results found

  1. Having the ability for clients to book meetings into my calendar /Outlook from Smartr365.

    3 votes

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  2. Being able to attach documents that are saved into the document store to an email that goes to the client.
    This is because not all users will have access to the portal, but otherwise I have to hunt for those docs, if I could attach the ones already saved in the doc store this would help.

    2 votes

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  3. 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.

    2 votes

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  4. 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

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  5. 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

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  6. Take the word Automated out of the pre populated emails

    2 votes

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  7. Being able to attach documents that are saved into the document store to an email that goes to the client.
    This is because not all users will have access to the portal, but otherwise I have to hunt for those docs, if I could attach the ones already saved in the doc store this would help.

    1 vote

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  8. 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

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    0 comments  ·  Admin →
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