Settings and activity

56 results found

1. Put an LTV calculator in the mortgage factfind

   27 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 12, 2023

2. Estate Agent and Solicitor on Summary Screen

   46 votes

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   planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 12, 2023

3. Ability to add more than one bank account in the banking section

   14 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

4. Ability to Split Client/Broker Fees

   23 votes

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   under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

5. Pre-Filled Categories

   35 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

6. Universal Budget Planner for Mortgages & Protection

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   80 votes

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   18 comments  ·  Protection  ·  Delete…  ·  Admin →
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   started  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,

   We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

   Please speak to your CS rep or keep an eye out for more information.

   Thanks,

   The Product Team

   Michelle Ford supported this idea  ·  Jan 9, 2023

7. Amend policy numbers/ mortgage account numbers after marked completed

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

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

   93 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

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

   66 votes

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   planned  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Michelle Ford supported this idea  ·  Jan 9, 2023

10. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

11. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

12. 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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    Michelle Ford supported this idea  ·  Jan 9, 2023

13. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

14. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

15. Add Trust as a label with the Protection Document store

    12 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    started  ·  AdminBrooke Lowry (Admin, smartr365) responded

    Hi all,

    
    

    This change has been started and will be delivered in January.

    
    

    Thanks,

    
    

    Brooke

    Michelle Ford supported this idea  ·  Jan 9, 2023

16. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

17. As an adviser i dont think that the document store is in a logical order.

    19 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

18. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

19. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023

20. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Michelle Ford supported this idea  ·  Jan 9, 2023