Settings and activity

117 results found

1. 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

2. 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

3. Additional status - Resubmission

   10 votes

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

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

   2 votes

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

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

   9 votes

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

6. Emails and notes fonts need to be consistent

   8 votes

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

7. 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

8. Short how to guides for non tech savvy clients

   5 votes

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

9. 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

10. Protection reports

    7 votes

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

11. Protection policy reminder

    7 votes

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

12. Group protection

    4 votes

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

13. 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

14. Allow advisers to update client's employment status

    11 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

15. Mothers maiden name on the fact find

    12 votes

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

16. term

    9 votes

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

17. 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

18. Mailchimp and automation

    20 votes

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

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

    4 votes

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

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

    5 votes

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