Settings and activity

12 results found

1. Two way email integration

   143 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Nov 11, 2024

2. Existing Cover auto created from Completed Protection cases

   6 votes

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   under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Jun 10, 2024

3. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Sep 4, 2021

4. Put an LTV calculator in the mortgage factfind

   27 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Aug 21, 2021

5. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Aug 21, 2021

6. BTL portfolio totals

   50 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Aug 21, 2021

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

   66 votes

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   planned  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Aug 21, 2021

8. 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  ·  AdminTest B2B Adviser (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

   Russell Braiden supported this idea  ·  Aug 21, 2021

9. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Russell Braiden supported this idea  ·  Aug 21, 2021

10. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Russell Braiden supported this idea  ·  Aug 21, 2021

11. Employer details improvement

    17 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Russell Braiden supported this idea  ·  Aug 21, 2021

12. 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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    Russell Braiden supported this idea  ·  Aug 21, 2021