Settings and activity

17 results found

1. 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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   Trevor Barnett supported this idea  ·  Jun 22, 2021

2. Multiple products on a mortgage

   96 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

3. Option Are you on electoral roll?

   28 votes

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   under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

4. 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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   Trevor Barnett supported this idea  ·  Jun 22, 2021

5. BTL portfolio totals

   53 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

6. 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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   Trevor Barnett supported this idea  ·  Jun 22, 2021

7. Put an LTV calculator in the mortgage factfind

   30 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 22, 2021

8. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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9. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Trevor Barnett supported this idea  ·  Jun 3, 2021

10. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

11. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

12. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

13. Ability to see how long a case has been at a particular stage

    12 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

14. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  Jun 3, 2021

15. Customisable workflows with Tasks

    76 votes

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    6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

    
    

    We intend to roll this out further to a limited number of firms shortlly.

    
    

    Then wider for all.

    Trevor Barnett supported this idea  ·  Jun 3, 2021

16. Two way email integration

    144 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.

    Trevor Barnett supported this idea  ·  May 27, 2021

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

    22 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Trevor Barnett supported this idea  ·  May 27, 2021