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10 results found

  1. Ability to choose whether emails come from Adviser on the case or the person sending the email

    19 votes

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    started  ·  1 comment  ·  Emails  ·  Admin →
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    Richard Williams commented  · 

    Option for email to be sent from Admin themselves or the individual Broker on the case. Recent update has meant admin emails are sent as if they are coming directly from the Broker - this is causing confusion to the clients.

    Richard Williams supported this idea  · 

  2. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Richard Williams supported this idea  · 

  3. Enable us to edit spacing on suitability reports

    18 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Richard Williams supported this idea  · 

  4. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Richard Williams supported this idea  · 

  5. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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    Richard Williams supported this idea  · 

  6. Emails and notes fonts need to be consistent

    6 votes

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    planned  ·  1 comment  ·  Emails  ·  Admin →
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    Richard Williams supported this idea  · 

  7. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Admin →
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    Richard Williams supported this idea  · 

  8. Product Transfer as Buyer Type

    54 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Richard Williams commented  · 

    split of remortgage data to include seperate date for PT's only

    Richard Williams supported this idea  · 

  9. Introducer reports that can generate a PDF report

    20 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Richard Williams supported this idea  · 

  10. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Richard Williams commented  · 

    end of offer date to supply a warning notification

    Richard Williams supported this idea  ·