Settings and activity

21 results found

1. Email Notification when documents uploaded from Client side

   29 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Independent Mortgage Solutions supported this idea  ·  Dec 30, 2022

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

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Independent Mortgage Solutions supported this idea  ·  Dec 30, 2022
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   Independent Mortgage Solutions commented  ·  Dec 30, 2022  ·  Edit…  ·  Delete…

   Can we get an email alert if an introducer adds a referral?

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   Independent Mortgage Solutions commented  ·  Jul 6, 2022  ·  Edit…  ·  Delete…

   If an introducer adds a referral, please can we have an email alert!

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3. Task Due Notifications

   41 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Independent Mortgage Solutions supported this idea  ·  Dec 30, 2022

4. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Independent Mortgage Solutions supported this idea  ·  Dec 30, 2022

5. 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  ·  Delete…  ·  Admin →
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   Independent Mortgage Solutions supported this idea  ·  Dec 30, 2022

6. Completed cases stay showing in the Kanban until proc fee is marked as paid

   36 votes

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   planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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7. Introducer reports that can generate a PDF report

   20 votes

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   1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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8. 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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9. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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10. Put an LTV calculator in the mortgage factfind

    29 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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11. 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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12. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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13. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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14. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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15. 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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16. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Independent Mortgage Solutions supported this idea  ·  Dec 30, 2022

17. Amend policy numbers/ mortgage account numbers after marked completed

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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18. Deceased Option in Fact Find

    20 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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19. 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.

20. 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.