Settings and activity

21 results found

1. Search notes

   17 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

   45 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

   68 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Malcolm Wright supported this idea  ·  Sep 25, 2022

5. Clear all notifications

   40 votes

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   7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   This request is in development now.

   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  ·  Emails  ·  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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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   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

   72 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

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

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

    60 votes

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

13. Client portal notifications

    44 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. 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

15. 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

16. Time in Employment

    16 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

17. Pre-Filled Categories

    36 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

18. 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  ·  AdminTest B2B Adviser (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

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

    94 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

20. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Malcolm Wright supported this idea  ·  Jun 24, 2020