Settings and activity

8 results found

1. Product Transfer as Buyer Type

   56 votes

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   started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Mar 9, 2022

2. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   96 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Mar 9, 2022

3. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Michelle Ford supported this idea  ·  Mar 9, 2022

4. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Mar 9, 2022

5. 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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   Michelle Ford supported this idea  ·  Mar 9, 2022

6. 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.

   Michelle Ford supported this idea  ·  Mar 9, 2022

7. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Michelle Ford shared this idea  ·  Mar 9, 2022

8. lender address book for points of contact and numbers

   33 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Michelle Ford commented  ·  Mar 9, 2022  ·  Edit…  ·  Delete…

   This needs to be added as it is very annoying to add on every case.

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   Michelle Ford supported this idea  ·  Mar 9, 2022