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16 results found

  1. Allow solicitor details to be editable by super users

    15 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  2. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  3. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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

    Lee Bradshaw supported this idea  · 

  4. Integrate within firms own MS Teams

    25 votes

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    under review  ·  1 comment  ·  General  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  5. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  6. Review & Filter Protection referrals

    29 votes

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    under review  ·  4 comments  ·  Protection  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  7. Restrict certain kanban stages to specific users/teams

    16 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  8. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  9. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  10. Compliance functionality - Broker Risk Rating/Gating

    20 votes

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    under review  ·  2 comments  ·  General  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  11. Meeting dates & Mode of meeting

    25 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  12. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  13. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  14. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  15. Choose Client Portal sections to show in Client Portal

    126 votes

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    started  ·  17 comments  ·  Client Portal  ·  Admin →
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    Lee Bradshaw supported this idea  · 

  16. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Lee Bradshaw supported this idea  ·