Settings and activity

88 results found

1. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

2. Allow advisers to update client's employment status

   9 votes

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   planned  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

3. Mothers maiden name on the fact find

   9 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

4. term

   8 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

5. Add option for Unencumbered properties

   32 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

6. Mailchimp and automation

   18 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 13, 2024

7. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

   3 votes

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   Frankie Cole supported this idea  ·  Aug 13, 2024

8. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

   3 votes

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   Frankie Cole supported this idea  ·  Aug 13, 2024

9. Existing Cover auto created from Completed Protection cases

   6 votes

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   under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  May 13, 2024

10. Pull Through both applicants to Ignite when sourcing

    3 votes

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    under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  May 13, 2024

11. Affordabilty Assessment within Smartr - Mortgage Broker Tools

    3 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole shared this idea  ·  Apr 25, 2024

12. Stop inviting clients to HomeBuyer when already onboarded with Smartr365

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    6 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 25, 2024

13. Medical Questionaire

    7 votes

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    under review  ·  3 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole commented  ·  Apr 11, 2024  ·  Edit…  ·  Delete…

    Full Medical Questionaire in Protection Fact Find (Keychain) do this

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    Frankie Cole supported this idea  ·  Apr 11, 2024
    Frankie Cole shared this idea  ·  Dec 23, 2023

14. Deceased Option in Fact Find

    19 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

15. Streamline the whole thing

    17 votes

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    planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

16. Show more information on Employment page

    28 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

17. Automatically move Employment details From Existing to History on Employment change

    37 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

18. birthday

    10 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

19. Recording Non-Indemnity Earnings

    5 votes

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    under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 11, 2024

20. Mortgage Annual Review

    2 votes

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole shared this idea  ·  Feb 2, 2024