26 results found
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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 -
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 -
Take the word Automated out of the pre populated emails
Take the word Automated out of the pre populated emails
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
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