Settings and activity

126 results found

1. BTL FactFind

   24 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  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. 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

3. 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

4. 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

5. 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

6. 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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   Frankie Cole supported this idea  ·  Oct 2, 2023

7. 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

8. Create an Automated Protection Review Task/Reminder

   15 votes

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

9. More Efficient Remortgage Management

   20 votes

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

10. 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

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

    31 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

12. 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

13. 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

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

    38 votes

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

15. Two way email integration

    146 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

16. 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

17. Client portal notifications

    47 votes

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

18. 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

19. 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

20. 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