Settings and activity

5 results found

1. mortgage term should reduce

   8 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Sherlock shared this idea  ·  Oct 15, 2024

2. Client portal notifications

   44 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Sherlock supported this idea  ·  Nov 7, 2023

3. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Robert Sherlock supported this idea  ·  Nov 7, 2023

4. Two way email integration

   143 votes

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Robert Sherlock supported this idea  ·  Nov 7, 2023

5. 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

   Robert Sherlock supported this idea  ·  Feb 2, 2023
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   Robert Sherlock commented  ·  Feb 2, 2023  ·  Edit…  ·  Delete…

   Can we get a more detailed budget planner

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