Settings and activity

25 results found

1. Estate Agent and Solicitor on Summary Screen

   46 votes

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   planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   Admin Team shared this idea  ·  Mar 23, 2021
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   Admin Team commented  ·  Jan 13, 2021  ·  Edit…  ·  Delete…

   Once solicitors details have been added to mortgage then it would be useful if the name, telephone number and email address at least would show on the summary rather than having to go through the mortgage edit screen to find them. If you have more than one admin person who has to contact solicitors regularly this would save an awful lot of time as they can copy and paste the email and know who they were addressing.

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2. Dashboard figures to show current month and not last 31 days

   21 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Mar 11, 2021

3. BTL portfolio totals

   49 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Mar 11, 2021

4. Product Transfer as Buyer Type

   54 votes

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   planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Mar 11, 2021

5. Inmprove the product transfer workflow

   11 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Jan 13, 2021

6. Multiple products on a mortgage

   91 votes

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   planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Jan 13, 2021

7. Revamp of Dashboard

   36 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Jan 13, 2021

8. Dashboard Drop Down Options

   20 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Jan 13, 2021

9. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Admin Team supported this idea  ·  Jan 13, 2021

10. Remo Op on the dashboard

    28 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Jan 13, 2021

11. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Jan 13, 2021

12. 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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    Admin Team supported this idea  ·  Jan 13, 2021

13. tags for linked clients on case view

    21 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Jan 13, 2021

14. 1 click recent clients

    61 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Jan 13, 2021

15. Summary changes

    13 votes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Jan 13, 2021

16. Show solicitor practice address details

    17 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Jan 13, 2021

17. Ability to choose whether emails come from Adviser on the case or the person sending the email

    19 votes

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    started  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Dec 17, 2020

18. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Dec 17, 2020

19. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Aug 18, 2020

20. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Admin Team supported this idea  ·  Aug 17, 2020