Settings and activity

25 results found

1. Hide NPW Cases

   7 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 30, 2024

2. Multiple products on a mortgage

   96 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

3. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

4. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

   18 votes

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   under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

5. Admin Assistant email signature

   5 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

6. Search via lender ref, mortgage a/c no and address

   13 votes

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   under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

7. Search using policy reference numbers

   11 votes

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   under review  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

8. Two way email integration

   144 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.

   Shelby Humphries supported this idea  ·  Aug 12, 2024

9. Admin cc'd on case emails

   20 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Shelby Humphries supported this idea  ·  Aug 12, 2024

10. Business Bank Statements Option

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Shelby Humphries shared this idea  ·  May 29, 2024

11. Improve navigation so adviser can see all cases that relate to X applicants

    19 votes

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    5 comments  ·  Protection  ·  Delete…  ·  Admin →
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    planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

    Shelby Humphries supported this idea  ·  Feb 28, 2024

12. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Feb 28, 2024

13. American formatting used for dates, used rather than Uk date

    17 votes

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    planned  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Feb 28, 2024

14. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    21 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Jan 19, 2024

15. Confidential Cases - restricting access

    47 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Jan 19, 2024

16. Ability to download log of acknowledged documents

    28 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Jan 19, 2024

17. Case Requirements Box - Document Checklist

    56 votes

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    under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Jan 19, 2024

18. Bank Statements - Separate Personal / Business

    22 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Jan 19, 2024

19. 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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    Shelby Humphries supported this idea  ·  Apr 26, 2022

20. Existing Properties Limited Company

    22 votes

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    under review  ·  0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Shelby Humphries supported this idea  ·  Apr 6, 2022