10 results found
-
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.
10 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
18 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!
18 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.
29 votes -
Text or email notifications for New leads or documents up loaded
Having a option within Smartr365 to get a text or email notification to alert the broker or system admin that they should log in as there is a new document or lead.
22 votes -
Select All Option for Bulk email
Select all for mass email/download data
15 votes -
Integration with a text messaging service
Integration with a text messaging service so that I can text my clients.
It would be great to have a text messaging service as emails are not always picked up quick enough, if we could text our clients an update or note instead of just an email that would be beneficial.
32 votes -
Add attachments to application updates
Ability to add attachments to application updates. For example attach invoice to application submitted notification.
28 votes
- Don't see your idea?