Settings and activity

27 results found

1. Need to show "Equity Release" as a drop down option under "Additional Product Type"

   12 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Mar 28, 2023

2. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Mar 28, 2023

3. Integration with a text messaging service

   32 votes

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   under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Mar 21, 2023

4. Admin notifcations

   17 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Feb 27, 2023

5. Suitability Letter - Add multiple products, and joint and single applicants

   36 votes

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   started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Nov 14, 2022

6. Contact phone number for Employer in the income section of the FF

   37 votes

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   planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Oct 18, 2022

7. Client portal - Post message

   21 votes

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   under review  ·  0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Julian Owusu shared this idea  ·  Oct 13, 2022

8. Subject Line to include brokers name

   12 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Sep 27, 2022

9. Other income to pull through to 27tec

   13 votes

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   under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Julian Owusu supported this idea  ·  Sep 6, 2022

10. Give clients the ability to add a second applicant themselfs on the client portal

    60 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Sep 5, 2022

11. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Sep 5, 2022

12. Client portal notifications

    44 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Sep 5, 2022

13. Task without having a live case on file

    21 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  May 4, 2022

14. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Apr 29, 2022

15. New Leads From QR Codes need to have a notification

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Apr 26, 2022

16. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Apr 25, 2022

17. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Apr 11, 2022

18. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Apr 5, 2022

19. Two way email integration

    143 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.

    Julian Owusu supported this idea  ·  Apr 4, 2022

20. Introducer reports that can generate a PDF report

    20 votes

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    1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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    Julian Owusu supported this idea  ·  Mar 17, 2022