Settings and activity

20 results found

1. Service Charge needs to be clearly requested in Expenditure AND used in the financial overview

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Robin Matthews shared this idea  ·  Oct 1, 2024

2. Current Rent in FF

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Oct 1, 2024

3. Show solicitor practice address details

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Jul 31, 2024

4. Mortgage direct debit bank details - should be a compulsory component to the fact find.

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   under review  ·  4 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Jul 30, 2024

5. Multiple FactFind Applicants

   129 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Jun 21, 2024

6. Some clients cant find Documents

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robin Matthews shared this idea  ·  Jun 12, 2024

7. Client portal - Post message

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Apr 24, 2024

8. Buildings and Contents Insurance

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   0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
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   Robin Matthews shared this idea  ·  Apr 12, 2024

9. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Robin Matthews supported this idea  ·  Mar 30, 2024

10. Additional stages in the Kanban

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Mar 30, 2024

11. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Feb 22, 2024

12. Display dependent age not years still dependent

    45 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Dec 20, 2023

13. Letting agent details for BTL Remortgage

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robin Matthews shared this idea  ·  Dec 14, 2023

14. Make dashboard more useful

    4 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robin Matthews shared this idea  ·  Dec 4, 2023

15. 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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    Robin Matthews supported this idea  ·  Aug 9, 2022
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    Robin Matthews commented  ·  Jul 25, 2022  ·  Edit…  ·  Delete…

    Factfind needs to request Employers telephone number

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16. BTL FactFind

    23 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Jul 25, 2022

17. 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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    Robin Matthews supported this idea  ·  Apr 30, 2022

18. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Feb 8, 2022

19. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robin Matthews supported this idea  ·  Jan 28, 2022

20. 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.

    Robin Matthews supported this idea  ·  Jan 28, 2022