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6 results found

  1. Email the adviser when an introducer adds a new lead.

    Email the adviser when an introducer adds a new lead.

    2 votes
    0 comments  ·  Admin →
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  2. Custom branding for introducer portal

    When introducers login, currently the branding is for Smartr and when they "Generate Assets" despite the logo previously being uploaded, this is requested again. It would be good to have a simple function where we can specify the branding for an introducer when they are created on the system

    1 vote
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  3. Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int

    Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original introducer.

    3 votes
    under review  ·  1 comment  ·  Admin →
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  4. Being able to edit introducer emails addresses

    Having the ability to edit introducers emails

    3 votes
    0 comments  ·  Admin →
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  5. Source of Business

    To enable capturing of Source of Business when creating a client. Examples would include Advertising, Branch Referral, Client referral, Existing client, Internal (Staff) referral), Introducer, Walk in, Mailshot, Adviser Prospect, Friends/Family, Purchased Lead, Website, Social Media, Telemarketing.
    This could be included as part the existing Introducer screen when selecting if a client is via an introducer a client or adviser with additional field options depending on which option is selected
    The field should be reportable

    5 votes
    0 comments  ·  Admin →
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  6. Managing Introducers

    Could you give functionality to firms to update introducer networks themselves i.e. leavers/transfers/promotions. Staff turnover and movements within EA environment is high so you will likely get a substantial amount of requests of this nature from us

    13 votes
    under review  ·  0 comments  ·  Admin →
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