Settings and activity

16 results found

1. New Leads From QR Codes need to have a notification

   55 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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2. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Phil Leivesley commented  ·  Feb 1, 2022  ·  Edit…  ·  Delete…

   It would be great if this could be looked at. There are a number of lenders now allowing up to four applicants on an application, and some allow all four incomes to be taken into account too.

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   Phil Leivesley supported this idea  ·  Feb 1, 2022

3. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Phil Leivesley supported this idea  ·  Oct 8, 2021

4. Amend policy numbers/ mortgage account numbers after marked completed

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Phil Leivesley supported this idea  ·  Oct 6, 2021

5. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Phil Leivesley supported this idea  ·  Oct 6, 2021

6. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Phil Leivesley supported this idea  ·  Oct 6, 2021

7. Clear all notifications

   40 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Phil Leivesley supported this idea  ·  Oct 6, 2021
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   Phil Leivesley commented  ·  Sep 21, 2021  ·  Edit…  ·  Delete…

   Can we have a clear all function for Notifications.

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8. Notification for Case Transfers

   12 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Phil Leivesley shared this idea  ·  Oct 6, 2021

9. 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

   Phil Leivesley supported this idea  ·  Sep 30, 2021

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

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Phil Leivesley supported this idea  ·  Sep 27, 2021

11. Dashboard figures to show current month and not last 31 days

    21 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Phil Leivesley supported this idea  ·  Sep 27, 2021

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

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Phil Leivesley supported this idea  ·  Sep 27, 2021

13. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Phil Leivesley supported this idea  ·  Sep 27, 2021

14. 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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    Phil Leivesley supported this idea  ·  Sep 27, 2021

15. Integrate within firms own MS Teams

    25 votes

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Phil Leivesley supported this idea  ·  Sep 24, 2021

16. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Phil Leivesley commented  ·  Sep 24, 2021  ·  Edit…  ·  Delete…

    Make the fact find screen larger so more information is shown

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    Phil Leivesley supported this idea  ·  Sep 24, 2021