Settings and activity

117 results found

1. Remortgage an unencumbered property

   7 votes

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

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

   3 votes

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   Andy Jenkins supported this idea  ·  Oct 21, 2025

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

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   10 votes

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

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

   6 votes

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

5. Property Portfolio

   6 votes

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   Andy Jenkins supported this idea  ·  Oct 2, 2025

6. 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

7. Solar panel questions in factfind

   6 votes

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   Andy Jenkins supported this idea  ·  Oct 2, 2025

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

   17 votes

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

9. 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

10. 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

11. Report query

    2 votes

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    Andy Jenkins supported this idea  ·  Jul 15, 2025

12. 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

13. Two way email integration

    146 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

14. Mailchimp and automation

    22 votes

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

15. 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

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

    3 votes

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    Andy Jenkins supported this idea  ·  May 23, 2025

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

    10 votes

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

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

    8 votes

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

19. 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.

    Save Submitting...

20. 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