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10 results found

  1. Client portal notifications

    44 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Bryony Hughes supported this idea  · 

  2. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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    started  ·  2 comments  ·  Workflow  ·  Admin →
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  3. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Admin →
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    Bryony Hughes commented  · 

    very much in agreement - our team would also find this very useful. Ideally, we'd also like to use Smartr as a one-stop system to avoid the need to track case progress elsewhere ie. spreadsheets.

  4. Multiple FactFind Applicants

    130 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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  5. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

    22 votes

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    under review  ·  0 comments  ·  Tasks  ·  Admin →
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  6. Optional Suitability Report Tokens - Tokens inside optional content

    36 votes

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    under review  ·  0 comments  ·  Suitability Report Generator  ·  Admin →
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  7. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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  8. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Admin →
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  9. Customisable workflows with Tasks

    76 votes

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    6 comments  ·  Workflow  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.


    We intend to roll this out further to a limited number of firms shortlly.


    Then wider for all.

  10. 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  ·  Admin →
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