Settings and activity

17 results found

1. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 24, 2024

2. Pre-Filled Categories

   37 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Nov 14, 2023

3. Outlook Calendar integration

   26 votes

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 19, 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.

   Andy Jenkins supported this idea  ·  Jun 19, 2023

5. Pre Populated emails format

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 19, 2023

6. Subject Line to include brokers name

   12 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Jun 19, 2023

7. Product Transfer as Buyer Type

   56 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 26, 2022

8. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   96 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 26, 2022

9. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 26, 2022

10. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    In testing.

    Andy Jenkins supported this idea  ·  May 26, 2022

11. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Sep 22, 2021

12. 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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    Andy Jenkins supported this idea  ·  Sep 22, 2021

13. 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

    Andy Jenkins supported this idea  ·  Sep 22, 2021

14. lender address book for points of contact and numbers

    33 votes

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Jul 13, 2021

15. UNABLE TO REACH CLIENT as an option for NPW

    27 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Jul 13, 2021

16. Removal of the questions relating to procuration fee on client Factfind

    24 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Andy Jenkins shared this idea  ·  Jul 13, 2021

17. 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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    Andy Jenkins supported this idea  ·  Jul 13, 2021