Settings and activity

121 results found

1. Ability to see how long a case has been at a particular stage

   12 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Frankie Cole supported this idea  ·  Oct 2, 2023

2. Additional stages in the Kanban

   21 votes

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

3. Create an Automated Protection Review Task/Reminder

   14 votes

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

4. More Efficient Remortgage Management

   19 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 3, 2023

5. lender address book for points of contact and numbers

   34 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 3, 2023

6. Remove need to add an email address for second client

   30 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 3, 2023

7. New Leads From QR Codes need to have a notification

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 3, 2023

8. Customisable workflows with Tasks

   77 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

   We intend to roll this out further to a limited number of firms shortlly.

   Then wider for all.

   Frankie Cole supported this idea  ·  Apr 3, 2023

9. Completed cases stay showing in the Kanban until proc fee is marked as paid

   37 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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   Frankie Cole supported this idea  ·  Apr 3, 2023

10. Two way email integration

    145 votes

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    33 comments  ·  Emails  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

    Frankie Cole supported this idea  ·  Apr 3, 2023

11. Admin cc'd on case emails

    20 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

12. Client portal notifications

    46 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

13. Electronic signatures

    85 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

14. Remove ID and Address Verifcation Mandatory

    15 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

15. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

16. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

17. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

18. Multiple products on a mortgage

    98 votes

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    planned  ·  22 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023

19. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Frankie Cole supported this idea  ·  Apr 3, 2023

20. Existing Properties Limited Company

    22 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Frankie Cole supported this idea  ·  Apr 3, 2023