Settings and activity

30 results found

1. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Mar 7, 2023

2. Add Landlord Address Field to Fact Find

   39 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Jan 26, 2023

3. Show more information on Employment page

   29 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Jan 26, 2023

4. Download all button document store

   71 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Aug 2, 2022

5. Confidential Cases - restricting access

   46 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Aug 2, 2022

6. UNABLE TO REACH CLIENT as an option for NPW

   25 votes

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   planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Jan 13, 2022

7. Time in Employment

   14 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   David Grimshaw supported this idea  ·  Jan 13, 2022

8. 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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   David Grimshaw supported this idea  ·  Jan 13, 2022

9. 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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   David Grimshaw supported this idea  ·  Jan 13, 2022

10. Option Are you on electoral roll?

    25 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  Jan 13, 2022

11. 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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    David Grimshaw supported this idea  ·  Jan 13, 2022

12. 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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    David Grimshaw supported this idea  ·  Jan 13, 2022

13. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  Jan 13, 2022

14. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  Jan 13, 2022

15. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  Jan 13, 2022

16. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  May 18, 2021

17. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  Apr 27, 2021

18. 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

    David Grimshaw supported this idea  ·  Apr 27, 2021

19. 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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    David Grimshaw supported this idea  ·  Apr 27, 2021

20. BTL portfolio totals

    50 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    David Grimshaw supported this idea  ·  Apr 27, 2021