Settings and activity

15 results found

1. New Leads From QR Codes need to have a notification

   55 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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2. Give clients the ability to add a second applicant themselfs on the client portal

   58 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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3. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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4. Remove ID and Address Verifcation Mandatory

   15 votes

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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5. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Georgina Thew shared this idea  ·  May 9, 2022

6. Ability to look at a Cases view vs a Clients view

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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7. Text or email notifications for New leads or documents up loaded

   22 votes

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   under review  ·  3 comments  ·  Notifications  ·  Delete…  ·  Admin →
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8. Remove need to add an email address for second client

   26 votes

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   under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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9. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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10. lender address book for points of contact and numbers

    31 votes

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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11. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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12. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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13. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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14. Meeting dates & Mode of meeting

    25 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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15. Download all button document store

    71 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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