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Settings and activity

15 results found

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

    55 votes
    started  ·  7 comments  ·  Notifications  ·  Admin →
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  2. Give clients the ability to add a second applicant themselfs on the client portal

    60 votes
    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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  3. Electronic signatures

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

    15 votes
    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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  5. To Do List

    30 votes
    under review  ·  0 comments  ·  Workflow  ·  Admin →
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    Georgina Thew shared this idea  · 

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

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

    24 votes
    under review  ·  3 comments  ·  Emails  ·  Admin →
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  8. Remove need to add an email address for second client

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

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

    33 votes
    under review  ·  4 comments  ·  General  ·  Admin →
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  11. Important notes

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

    24 votes
    under review  ·  2 comments  ·  General  ·  Admin →
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  13. Optional Email Addresses for clients

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

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

    72 votes
    under review  ·  4 comments  ·  Document Store  ·  Admin →
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