Settings and activity

96 results found

1. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

2. Emails and notes fonts need to be consistent

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

3. Homebuyer app and Client Portal should be One

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

4. Short how to guides for non tech savvy clients

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

5. Use income captured in Gross Total per Annum to pull through for protection solutions

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

6. Protection reports

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   under review  ·  0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

7. Protection policy reminder

   5 votes

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   Frankie Cole supported this idea  ·  Jan 24, 2025

8. Group protection

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Jan 24, 2025

9. 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

10. Allow advisers to update client's employment status

    10 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

11. Mothers maiden name on the fact find

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

12. 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

13. Add option for Unencumbered properties

    33 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

14. 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

15. 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

16. 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

17. 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

18. Pull Through both applicants to Ignite when sourcing

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

19. Affordabilty Assessment within Smartr - Mortgage Broker Tools

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

20. 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