Settings and activity

40 results found

1. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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2. Admin notifcations

   16 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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3. Employer details improvement

   17 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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4. Remove need to add an email address for second client

   26 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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5. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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6. Compliance functionality - Broker Risk Rating/Gating

   20 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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7. Ability to set diary entries via Smartr

   24 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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8. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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9. Compliance Module

   28 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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10. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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11. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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12. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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13. Integrate within firms own MS Teams

    25 votes

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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14. Email Notification when documents uploaded from Client side

    29 votes

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    under review  ·  2 comments  ·  Notifications  ·  Delete…  ·  Admin →
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15. New Leads From QR Codes need to have a notification

    54 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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16. Add self build to purchase type in fact find

    22 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Stacey Smith commented  ·  Jun 17, 2022  ·  Edit…  ·  Delete…

    sections to add self build mortgage information.

    Save Submitting...
    Stacey Smith supported this idea  ·  May 13, 2021

17. BTL portfolio totals

    50 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  Aug 18, 2021

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

    93 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  Aug 18, 2021

19. Universal Budget Planner for Mortgages & Protection

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    80 votes

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    18 comments  ·  Protection  ·  Delete…  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

    Stacey Smith supported this idea  ·  Aug 18, 2021

20. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Stacey Smith supported this idea  ·  Aug 18, 2021