Settings and activity

85 results found

1. 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.

   Andy Jenkins supported this idea  ·  May 23, 2025

2. Mailchimp and automation

   19 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 23, 2025

3. Admin cc'd on case emails

   19 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 23, 2025

4. Take the word Automated out of the pre populated emails

   2 votes

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   Andy Jenkins supported this idea  ·  May 23, 2025

5. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   8 votes

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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 23, 2025

6. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

   5 votes

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   Andy Jenkins supported this idea  ·  May 23, 2025

7. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

   3 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 23, 2025
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   Andy Jenkins commented  ·  Oct 17, 2024  ·  Edit…  ·  Delete…

   A very good suggestion.

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8. Expenditure to be more broken down more details ( same as lenders)

   3 votes

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   0 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 15, 2025

9. Budget planner updates required

   4 votes

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   0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  May 15, 2025

10. marketing preferences

    2 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025

11. More than 2 applicants

    9 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025

12. Self Emloyed income tidy up

    1 vote

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins commented  ·  May 15, 2025  ·  Edit…  ·  Delete…

    I think some of the fields on this section are included so cases work with smartr connect - so effectively driven by the lender as a requirement.

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13. Bespoke System

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025

14. ERC (early repayment charges) to be a token

    3 votes

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    Andy Jenkins supported this idea  ·  May 15, 2025

15. Buildings and Contents Insurance

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    2 votes

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    0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Apr 1, 2025

16. EPC

    8 votes

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    Andy Jenkins supported this idea  ·  Apr 1, 2025

17. Residential Status

    7 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Apr 1, 2025

18. Residential Address Fact Find

    11 votes

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    started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Apr 1, 2025

19. 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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    Andy Jenkins supported this idea  ·  Apr 1, 2025

20. Mortgage Amount Outstanding can be 0

    3 votes

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    Andy Jenkins supported this idea  ·  Apr 1, 2025