Settings and activity

43 results found

1. Mortgage Fees being added to the loan

   15 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Oct 19, 2021

2. 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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   Gavin Watson supported this idea  ·  Oct 19, 2021

3. Add Feudal as a Tenure option for properties in Scotland

   12 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Oct 19, 2021

4. Multiple products on a mortgage

   95 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Oct 19, 2021

5. Task Due Notifications

   41 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Oct 6, 2021

6. 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.

   Gavin Watson supported this idea  ·  Oct 6, 2021

7. Ability to see how long a case has been at a particular stage

   12 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Oct 6, 2021

8. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Gavin Watson supported this idea  ·  Oct 6, 2021

9. Customisable workflows with Tasks

   76 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

   
   

   We intend to roll this out further to a limited number of firms shortlly.

   
   

   Then wider for all.

   Gavin Watson supported this idea  ·  Oct 6, 2021

10. Clear all notifications

    40 votes

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    7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    This request is in development now.

    Gavin Watson supported this idea  ·  Oct 6, 2021

11. equity release fact find

    •  

    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021

12. Summary changes

    13 votes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021

13. 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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    Gavin Watson supported this idea  ·  Oct 5, 2021

14. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Gavin Watson commented  ·  Oct 5, 2021  ·  Edit…  ·  Delete…

    I agree. The current "Expenditure" list is too high level for what is now needed. The one like in Twenty7Tec would be better. The fact a more granular list is needed, then it's important the categorise too, otherwise it will look overwhelming for the client

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    Gavin Watson supported this idea  ·  Oct 5, 2021

15. fact find commitment and expenses

    15 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021

16. 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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    Gavin Watson supported this idea  ·  Oct 5, 2021

17. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021

18. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021

19. Add self build to purchase type in fact find

    22 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021

20. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Gavin Watson supported this idea  ·  Oct 5, 2021