Settings and activity

49 results found

1. Mortgage Fees being added to the loan

   15 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 14, 2021

2. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 14, 2021

3. Show cases as overdue once Follow up time/date is reached

   16 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  May 10, 2021

4. Employer details improvement

   18 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 17, 2021

5. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Greg Burnett shared this idea  ·  Apr 15, 2021

6. Case Requirements Box - Document Checklist

   55 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Greg Burnett commented  ·  Apr 15, 2021  ·  Edit…  ·  Delete…

   It would be helpful if the client could see a list of required documents in the document store.

   Also if we could upload documents to the system that then get automatically added to every case.

   Save Submitting...
   Greg Burnett supported this idea  ·  Apr 7, 2021

7. Other income to pull through to 27tec

   13 votes

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   under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 15, 2021

8. Sourcing by Cheapest Overall product

   12 votes

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   under review  ·  1 comment  ·  Sourcing  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

9. Review & Filter Protection referrals

   29 votes

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   under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Greg Burnett supported this idea  ·  Apr 7, 2021

10. Clear all notifications

    40 votes

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    7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    This request is in development now.

    Greg Burnett supported this idea  ·  Apr 7, 2021

11. Customisable workflows with Tasks

    76 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.

    Greg Burnett supported this idea  ·  Apr 7, 2021

12. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

13. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

14. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

15. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

16. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

17. equity release fact find

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    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

18. 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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    Greg Burnett supported this idea  ·  Apr 7, 2021

19. Valuation Fee to be added to FF

    12 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021

20. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Greg Burnett supported this idea  ·  Apr 7, 2021