Settings and activity

112 results found

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

   6 votes

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

2. Solar panel questions in factfind

   6 votes

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   Andy Jenkins supported this idea  ·  Oct 2, 2025

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

   13 votes

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   Andy Jenkins supported this idea  ·  Oct 2, 2025

4. Ability to set diary entries via Smartr

   26 votes

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

5. Add our own Case Statuses

   2 votes

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

6. Report query

   2 votes

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   Andy Jenkins supported this idea  ·  Jul 15, 2025

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

   7 votes

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

8. Two way email integration

   145 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

9. Mailchimp and automation

   21 votes

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

10. Admin cc'd on case emails

    20 votes

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

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

    3 votes

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

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

    9 votes

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

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

    7 votes

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

14. 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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15. 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

16. 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

17. 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

18. More than 2 applicants

    10 votes

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    1 comment  ·  General  ·  Delete…  ·  Admin →
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    Andy Jenkins supported this idea  ·  May 15, 2025

19. Self Emloyed income tidy up

    2 votes

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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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20. 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