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  1. Fact find - Gender

    5 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Larissa Tait supported this idea  · 
    Larissa Tait shared this idea  · 

  2. Client portal /portfolio of properties

    20 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Larissa Tait commented  · 

    Having the Remortgage date on the clients portfolio. As of now, it does not show when the remortgage expires.

    Larissa Tait supported this idea  · 
    Larissa Tait shared this idea  · 

  3. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Admin →
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    Larissa Tait commented  · 

    We need a email for when a lead comes across from an introducer so we can action asap!

    Larissa Tait shared this idea  · 

  4. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Larissa Tait commented  · 

    Being able to add in three applicants to a mortgage.

  5. Add option for Unencumbered properties

    33 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Larissa Tait commented  · 

    As of now we have to put at least £1 in the mortgage amount outstanding and this disrupts figures.
    We can make notes on the case but these notes are not shown in the reporting or when submitted to the lender.

  6. Automatically move Employment details From Existing to History on Employment change

    40 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Larissa Tait commented  · 

    The is a feature the key has and we think could be really beneficial, to not have to retype. So similar to how you can copy information across in the address history between clients FF, being able to copy current employment into employment history in a wee tick box would be really helpful.

  7. Prompt for 3 addresses in history

    31 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  8. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Admin →
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  9. Show solicitor practice address details

    19 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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  10. UNABLE TO REACH CLIENT as an option for NPW

    27 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Larissa Tait supported this idea  · 

  11. Employer details improvement

    18 votes

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    under review  ·  2 comments  ·  General  ·  Admin →
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    Larissa Tait supported this idea  · 

  12. Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.

    13 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Larissa Tait supported this idea  · 
    Larissa Tait shared this idea  · 

  13. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Admin →
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    Larissa Tait supported this idea  · 

  14. Text or email notifications for New leads or documents up loaded

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Admin →
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  15. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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  16. Clear all notifications

    40 votes

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    7 comments  ·  Notifications  ·  Admin →
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    Larissa Tait supported this idea  · 

  17. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Admin →
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  18. Improve navigation so adviser can see all cases that relate to X applicants

    19 votes

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    5 comments  ·  Protection  ·  Admin →
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    planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

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    Larissa Tait commented  · 

    When having a sharing a protection policy and then each applicant also has their own policy , there is nothing saying that the separate policy should somehow still be connected to that shared case, no matter what client i search for.

    Larissa Tait shared this idea  · 

  19. 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  ·  Admin →
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    Larissa Tait commented  · 

    Having a tick box for our Credit Commitments that says the client has no outstanding credit , rather than empty. As the advisors have to check they haven't forgot to fill in , where if they had a tick box saying I ahve non they don't need to ask and helps with knowing the client has told you the correct info.

  20. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Larissa Tait commented  · 

    If we could please add on filter dates to the files that were uploaded to the docs store, so we can see clearly what documents were uploaded last. from just looking at the documents rather than having to search in the document log.

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