Settings and activity

74 results found

1. Product Transfer as Buyer Type

   56 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

2. 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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   Matthew Preston supported this idea  ·  Apr 14, 2023

3. Multiple products on a mortgage

   96 votes

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

4. 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.

   Matthew Preston supported this idea  ·  Apr 14, 2023

5. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   22 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

6. Prompt for 3 addresses in history

   32 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

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

   41 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

8. Add a field for property EPC Rating to the Fact Find

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

9. Display dependent age not years still dependent

   47 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 14, 2023

10. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

11. 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.

    Matthew Preston supported this idea  ·  Apr 14, 2023

12. Mailchimp and automation

    19 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

13. Admin cc'd on case emails

    19 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

14. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

15. Remo Op on the dashboard

    31 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

16. 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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    Matthew Preston supported this idea  ·  Apr 14, 2023

17. Revamp of Dashboard

    38 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

18. More Efficient Remortgage Management

    18 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

19. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023

20. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 14, 2023