Settings and activity

44 results found

1. Contact phone number for Employer in the income section of the FF

   36 votes

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   planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Sep 15, 2022

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

   39 votes

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   under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Jun 29, 2022

3. Add Landlord Address Field to Fact Find

   40 votes

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   planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Jun 29, 2022

4. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Jun 29, 2022

5. Bank Statements - Separate Personal / Business

   21 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Jun 29, 2022

6. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Jun 29, 2022

7. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Nov 12, 2021

8. Document Store- newest to oldest filter

   30 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Nov 12, 2021

9. Being able to upload .MSG to the document store

   34 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Nov 12, 2021

10. Add Trust as a label with the Protection Document store

    12 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    
    

    This change has been started and will be delivered in January.

    
    

    Thanks,

    
    

    Brooke

    Gavin Watson supported this idea  ·  Nov 12, 2021

11. Ability to Split Client/Broker Fees

    23 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Nov 12, 2021

12. Add Partnership to Self Employment Type

    17 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Nov 12, 2021

13. Give clients the ability to add a second applicant themselfs on the client portal

    60 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Nov 12, 2021

14. Client portal notifications

    44 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Nov 12, 2021

15. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 19, 2021

16. Employer details improvement

    18 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 19, 2021

17. Integrate within firms own MS Teams

    26 votes

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    under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 19, 2021

18. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 19, 2021

19. Allow tokens to be deleted before preview or finalise

    18 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 19, 2021

20. Ability to insert headers and footers on the Suitability Letter templates

    27 votes

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    started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 19, 2021