Settings and activity

41 results found

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

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   Kelly Wicks shared this idea  ·  Oct 2, 2024

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

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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3. Make Non F2F mandatory text box for Protection

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   0 comments  ·  Protection  ·  Delete…  ·  Admin →
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4. Allow solicitor details to be editable by super users

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Kelly Wicks shared this idea  ·  Apr 18, 2024

5. Summary changes

   13 votes

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   under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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6. Restrict certain kanban stages to specific users/teams

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Kelly Wicks commented  ·  Nov 30, 2022  ·  Edit…  ·  Delete…

   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.

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   Kelly Wicks supported this idea  ·  Jun 29, 2021

7. Two way email integration

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Kelly Wicks commented  ·  Nov 30, 2022  ·  Edit…  ·  Delete…

   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!

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   Kelly Wicks commented  ·  Jul 16, 2021  ·  Edit…  ·  Delete…

   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.

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   Kelly Wicks commented  ·  Jul 16, 2021  ·  Edit…  ·  Delete…

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

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   Kelly Wicks commented  ·  Jun 30, 2021  ·  Edit…  ·  Delete…

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

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   Kelly Wicks commented  ·  Jun 30, 2021  ·  Edit…  ·  Delete…

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

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   Kelly Wicks supported this idea  ·  Jun 30, 2021

8. Multiple FactFind Applicants

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kelly Wicks supported this idea  ·  Nov 30, 2022

9. Email Notification when documents uploaded from Client side

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   under review  ·  2 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Kelly Wicks supported this idea  ·  Nov 30, 2022

10. Client portal /portfolio of properties

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

11. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

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

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    planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

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

    54 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

14. Case Requirements Box - Document Checklist

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

15. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

16. 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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    Kelly Wicks supported this idea  ·  Nov 30, 2022

17. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

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

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

19. Smartr ' Mortgage offer expiry date' reminder

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022

20. Client portal notifications

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Kelly Wicks supported this idea  ·  Nov 30, 2022