Settings and activity

126 results found

1. Sub accounts

   11 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

2. Current Rent in FF

   10 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

3. Residential Status

   4 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

4. Mortgage Amount Outstanding can be 0

   4 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

5. Self Emloyed income tidy up

   2 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

6. mortgage term should reduce

   10 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

7. Property Portfolio

   6 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

8. Joint borrower sole proprietor

   8 votes

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   Frankie Cole supported this idea  ·  Aug 1, 2025

9. Porting Mortgage Case

   14 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Aug 1, 2025

10. Solicitor details on Summary page

    5 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

11. Pin Notes

    5 votes

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    2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Aug 1, 2025

12. Introducer reports that can generate a PDF report

    22 votes

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    1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Aug 1, 2025

13. Additional status - Resubmission

    11 votes

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    0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Aug 1, 2025

14. Adding Wills as its own tab ( like protection and B&C) in Smartr365

    2 votes

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    Frankie Cole supported this idea  ·  Aug 1, 2025

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

    10 votes

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

16. Emails and notes fonts need to be consistent

    10 votes

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

17. Homebuyer app and Client Portal should be One

    4 votes

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

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

    6 votes

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

19. Protection reports

    8 votes

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    under review  ·  1 comment  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Jan 24, 2025

20. Protection policy reminder

    8 votes

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