Settings and activity

22 results found

1. Search notes

   16 votes

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   planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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   Malcolm Wright commented  ·  Feb 23, 2024  ·  Edit…  ·  Delete…

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   Malcolm Wright supported this idea  ·  Feb 23, 2024

2. Revamp of Dashboard

   37 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Oct 26, 2023

3. Include Broker fee and solicitor fees on the dashboard

   44 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Oct 26, 2023

4. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   66 votes

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   planned  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Sep 25, 2022

5. Clear all notifications

   39 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Sep 25, 2022

6. Text or email notifications for New leads or documents up loaded

   22 votes

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   under review  ·  3 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Sep 25, 2022

7. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Apr 9, 2022

8. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Apr 9, 2022

9. Download all button document store

   71 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Malcolm Wright supported this idea  ·  Apr 9, 2022

10. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Apr 9, 2022

11. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Apr 9, 2022

12. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Apr 9, 2022

13. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Apr 9, 2022

14. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Apr 9, 2022

15. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Sep 15, 2020

16. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Sep 15, 2020

17. Time in Employment

    14 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Sep 9, 2020

18. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Sep 9, 2020

19. Universal Budget Planner for Mortgages & Protection

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    80 votes

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    18 comments  ·  Protection  ·  Delete…  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

    Malcolm Wright supported this idea  ·  Sep 9, 2020

20. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Jul 15, 2020