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12 results found

  1. Customisable fields- Add Offer Issue date as a mandatory field on the customisable workflow

    2 votes

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    0 comments  ·  General  ·  Admin →
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  2. Amend policy numbers/ mortgage account numbers after marked completed

    24 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Admin →
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  3. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    68 votes

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    2 comments  ·  Fact Find » Commitments  ·  Admin →
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  4. Ability to Split Client/Broker Fees

    23 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Admin →
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    Rob Gill supported this idea  · 

  5. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Rob Gill supported this idea  · 

  6. Add self build to purchase type in fact find

    22 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Rob Gill supported this idea  · 

  7. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Rob Gill supported this idea  · 

  8. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Rob Gill supported this idea  · 

  9. Customisable workflows with Tasks

    76 votes

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    6 comments  ·  Workflow  ·  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.

    Rob Gill shared this idea  · 

  10. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Rob Gill supported this idea  · 

  11. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    Rob Gill supported this idea  · 

  12. Give clients the ability to add a second applicant themselfs on the client portal

    60 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Rob Gill supported this idea  ·