Settings and activity

105 results found

1. Integrate within firms own MS Teams

   27 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Andy Jenkins supported this idea  ·  Nov 6, 2025

2. Natwest app via connect

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   0 comments  ·  Lender Integration  ·  Edit…  ·  Delete…  ·  Admin →
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   Andy Jenkins shared this idea  ·  Nov 6, 2025

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

   2 votes

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

4. 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

5. Product Transfers to be accepted/ built into SmartrConnect

   3 votes

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

6. 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

7. 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

8. 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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   Andy Jenkins supported this idea  ·  Oct 21, 2025

9. Remortgage an unencumbered property

   5 votes

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   Andy Jenkins supported this idea  ·  Oct 21, 2025

10. 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

11. 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

12. 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

13. Property Portfolio

    5 votes

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

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

    4 votes

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    Andy Jenkins supported this idea  ·  Oct 2, 2025

15. Solar panel questions in factfind

    4 votes

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    Andy Jenkins supported this idea  ·  Oct 2, 2025

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

    9 votes

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    Andy Jenkins supported this idea  ·  Oct 2, 2025

17. 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

18. 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

19. Report query

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    Andy Jenkins supported this idea  ·  Jul 15, 2025

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

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