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How can we improve the Smartr365 Dashboard?

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11 results found

  1. Include Broker fee and solicitor fees on the dashboard

    Include Broker fee and solicitor fees on the dashboard

    45 votes
    under review  ·  0 comments  ·  Admin →
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  2. Revamp of Dashboard

    Make the dashboard more flexible by allowing each individual adviser the ability to create their own dashboard by having many many more single box options, this could be things like the last 5 clients cases visited or the top 5 referrers or choose which if the calculators to show (the ones clients see on their dashboards ) or the business written this month/year. Essentially giving each adviser the information they want to see. This requires the ability to add/delete boxes of information to be displayed on an adhoc basis and the dashboard can be as big or small as an…

    37 votes
    planned  ·  1 comment  ·  Admin →
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  3. Remo Op on the dashboard

    why on the Dashboard does it have our Remortgage Opportunities listed in the corner, but not allow us to click on any of them to actually load the cases to work on?

    31 votes
    under review  ·  1 comment  ·  Admin →
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  4. Dashboard figures to show current month and not last 31 days

    change from last 31 days to show current month / previous month

    22 votes
    under review  ·  1 comment  ·  Admin →
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  5. Dashboard Drop Down Options

    On the dashboard, on the drop down options as well as Last 31 days or 90, would be good to see this month to date, last month to date and Year to Date.

    21 votes
    under review  ·  0 comments  ·  Admin →
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  6. More Efficient Remortgage Management

    The "This Month's Remortgages Contact Opportunites" in the Dashboard to have a filter by adviser option. This means that you can track workflow individually as well as a business.

    18 votes
    under review  ·  1 comment  ·  Admin →
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  7. Fact Find Progress Indicator

    Could it be useful if on the summary page, there is a100% progress wheel showing how much of the Fact Find is completed? This would give us a quick visual indication of how much the client still needs to complete, or indeed if they have even started.

    6 votes
    0 comments  ·  Admin →
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  8. can we add the clients actual age next to their date of birth.

    on the dashboard we have the clients basic info, which is great. but i was looking to see next to the clients date of birth on the dashboard, is it possible that we can add their age in there so it easier to see from the dashboard and not needed to go into the fact find. example as 01/01/1970 - (54)

    4 votes
    0 comments  ·  Admin →
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  9. Make dashboard more useful

    I need to know how many many new enquiries progress to completion. At the moment I do not know what % of my new leads complete!! 'My conversion rates' does NOT give you this information

    4 votes
    under review  ·  0 comments  ·  Admin →
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  10. Dashboard updates

    My ranking In the Dashboard , to include adviser and client fees to show a more accurate representation of the business

    3 votes
    0 comments  ·  Admin →
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  11. Remortgage progress

    The ability to record (and easily review) the progress of a remortgage solicitor:

    Contact details

    Offer received

    Paperwork from client

    Mortgage deed

    ID&V

    Title checked - No restrictions, 3rd party interest, deed of postponement?

    Redemption Statement - Initial/final

    Completion set

    1 vote
    0 comments  ·  Admin →
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