Settings and activity

207 results found

1. Notes

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

2. Client notes

   10 votes

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   under review  ·  4 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

3. Smartr Connect Tiles

   4 votes

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   0 comments  ·  Lender Integration  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

4. Source of Business

   5 votes

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   0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

5. Being able to edit introducer emails addresses

   3 votes

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   0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 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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   Robert Riach supported this idea  ·  Jun 13, 2024

7. BTL FactFind

   24 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

8. Length of Residency

   26 votes

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   under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

9. Multiple FactFind Applicants

   130 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

10. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

11. 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.

    Robert Riach supported this idea  ·  Jun 13, 2024

12. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

13. Emails and notes fonts need to be consistent

    8 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

14. 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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    Robert Riach supported this idea  ·  Jun 13, 2024

15. Bank Statements - Separate Personal / Business

    21 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

16. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

17. 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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    Robert Riach supported this idea  ·  Jun 13, 2024

18. Dashboard updates

    3 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

19. Fact Find Progress Indicator

    6 votes

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    0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

20. Give clients the ability to add a second applicant themselfs on the client portal

    61 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024