Settings and activity

103 results found

1. Demands and Needs as an option forCreating your work flow.

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   0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 22, 2025

2. Smartr Connect Tiles

   5 votes

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   0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 22, 2025

3. Product Transfers to be accepted/ built into SmartrConnect

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   0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 22, 2025

4. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

   10 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 21, 2025

5. Mortgage NPW - drop down added option

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 21, 2025

6. Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 21, 2025

7. Remortgage an unencumbered property

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 21, 2025

8. Only send renewal emails on cases that are at remortgage status.

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 21, 2025

9. Show if a case is NPW on the case summary page dropdown

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   9 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Oct 2, 2025

10. can we add the clients actual age next to their date of birth.

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

11. Property Portfolio

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

12. Ability to add same email and phone number for 2 applicants on a joint applicant case

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

13. Solar panel questions in factfind

    4 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

14. new job, make previous job an automatic drop into employment history

    9 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Oct 2, 2025

15. Ability to set diary entries via Smartr

    25 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  Jul 15, 2025

16. Add our own Case Statuses

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

17. Report query

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

18. National insurance number should be in the current employment, not future income

    5 votes

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

19. 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

20. Mailchimp and automation

    20 votes

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