Settings and activity

54 results found

1. 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

2. 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

3. Ability to Split Client/Broker Fees

   24 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

4. Pre-Filled Categories

   37 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

5. 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  ·  AdminTest B2B Adviser (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

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

   26 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

7. 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  ·  Jan 9, 2023

8. 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  ·  Jan 9, 2023

9. Add Landlord Address Field to Fact Find

   40 votes

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

10. Case Requirements Box - Document Checklist

    55 votes

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

11. 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

12. Electronic signatures

    85 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

13. 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  ·  AdminTest B2B Adviser (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

14. Document Store- newest to oldest filter

    30 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. 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

16. Download all button document store

    72 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

17. 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  ·  Jan 9, 2023

18. 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

19. Remo Op on the dashboard

    31 votes

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

20. Include Broker fee and solicitor fees on the dashboard

    45 votes

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