Settings and activity

26 results found

1. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

   10 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Oct 15, 2025

2. Occupiers over 17 – there is no section for this information.

   14 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Oct 15, 2025

3. Add living with partner to Fact Find

   15 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Jul 9, 2024

4. birthday

   12 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Jul 9, 2024

5. Add 'No Contact' to reasons for not proceeding

   2 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   James Foster shared this idea  ·  Apr 19, 2024

6. property details

   30 votes

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   under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Jan 23, 2024

7. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Nov 12, 2021

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

   61 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Nov 12, 2021

9. Client portal notifications

   45 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   James Foster supported this idea  ·  Nov 12, 2021

10. Task Due Notifications

    42 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  May 5, 2021

11. Show solicitor practice address details

    19 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  May 5, 2021

12. Inmprove the product transfer workflow

    13 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  May 5, 2021

13. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Feb 19, 2021

14. Suitability Letter - Add multiple products, and joint and single applicants

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Feb 19, 2021

15. Two way email integration

    144 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.

    James Foster supported this idea  ·  Sep 17, 2020

16. Employer details improvement

    18 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Sep 17, 2020

17. Multiple products on a mortgage

    96 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Sep 17, 2020

18. fact find commitment and expenses

    15 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Sep 17, 2020

19. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Sep 17, 2020

20. lender address book for points of contact and numbers

    33 votes

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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    James Foster supported this idea  ·  Jul 29, 2020