Skip to content
← Have an idea? Share it!

Settings and activity

40 results found

  1. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Emails  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks shared this idea  · 

  2. Clients need to be able to see documents from completed cases,

    4 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Document Store  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Make Non F2F mandatory text box for Protection

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Protection  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Allow solicitor details to be editable by super users

    15 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks shared this idea  · 

  5. Summary changes

    13 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Fact Find » summary  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Restrict certain kanban stages to specific users/teams

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kelly Wicks commented  · 

    I'm with Fred on this, the headline suggestion would be ideal and should be able to be bespoke for each firm.

    The detail added to the suggestion doesn't seem to actually match the headline.

    Kelly Wicks supported this idea  · 

  7. Two way email integration

    143 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    33 comments  ·  Emails  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Kelly Wicks commented  · 

    It should also be possible to send an email to joint applicants together i.e. one email which is sent to both applicants at the same time rather than a duplicate of the same email being sent to them individually. This is restrictive and actually looks really unprofessional, as if we didn't realise they were buying together and sent the email as an afterthought to the second applicant!

    An error occurred while saving the comment
    Kelly Wicks commented  · 

    It should be possible to send emails to more than just the clients through the system i.e. solicitors, estate agents and even for admin to email or cc the adviser into an email.

    An error occurred while saving the comment
    Kelly Wicks commented  · 

    We've been able to do this by setting up a Mailchimp account, it works really well.

    An error occurred while saving the comment
    Kelly Wicks commented  · 

    This would be great, to keep all email communication to and from clients on their case in the system.

    An error occurred while saving the comment
    Kelly Wicks commented  · 

    Should have the ability to cc other parties (where relevant) onto email sent through the Smartr system i.e. solicitors, brokers, sales negotiator.

    Kelly Wicks supported this idea  · 

  8. Multiple FactFind Applicants

    129 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  9. Email Notification when documents uploaded from Client side

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Emails  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  10. Client portal /portfolio of properties

    20 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  11. Add Landlord Address Field to Fact Find

    40 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  1 comment  ·  Fact Find  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  12. Contact phone number for Employer in the income section of the FF

    36 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  4 comments  ·  Fact Find » Income  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  13. Add a field for property EPC Rating to the Fact Find

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  14. Case Requirements Box - Document Checklist

    54 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  4 comments  ·  Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  15. Electronic signatures

    83 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

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

    34 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  4 comments  ·  Document Store  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  17. Document Store- newest to oldest filter

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  4 comments  ·  Document Store  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  18. As an adviser i dont think that the document store is in a logical order.

    19 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Document Store  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  19. Smartr ' Mortgage offer expiry date' reminder

    51 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  2 comments  ·  Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 

  20. Client portal notifications

    44 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Kelly Wicks supported this idea  · 
← Previous 1