Settings and activity

121 results found

1. Text or email notifications for New leads or documents up loaded

   24 votes

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   under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

2. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

3. Add Trust as a label with the Protection Document store

   14 votes

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   1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

   Hi all,

   This change has been started and will be delivered in January.

   Thanks,

   Brooke

   Frankie Cole supported this idea  ·  Oct 2, 2023

4. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

5. Smartr ' Mortgage offer expiry date' reminder

   53 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

6. Bank Statements - Separate Personal / Business

   22 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

7. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

8. Revamp of Dashboard

   40 votes

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   planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

9. Client portal - Post message

   22 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Oct 2, 2023

10. To Do List

    31 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

11. Update questions asked in Buildings and Contents

    19 votes

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

12. Home Insurance Cases

    28 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

13. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

    13 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

14. Mortgage Fees being added to the loan

    15 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

15. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

16. BTL FactFind

    24 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

17. Need to show "Equity Release" as a drop down option under "Additional Product Type"

    13 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

18. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

19. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023

20. Automate protection shortfall

    13 votes

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Oct 2, 2023