Settings and activity

283 results found

1. Fact find document

   22 votes

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   under review  ·  1 comment  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

2. Document labelling

   6 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

3. client ability to download documents or view applications post completion

   6 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

4. Nationality

   5 votes

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   planned  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

5. Clients need to be able to see documents from completed cases,

   6 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

6. Make dashboard more useful

   5 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Sep 5, 2024

7. enquiries@riachfinancial.co.uk

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   0 comments  ·  Buildings & Contents  ·  Edit…  ·  Delete…  ·  Admin →
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   Robert Riach shared this idea  ·  Sep 5, 2024

8. Mark all notifications as read

   4 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

   Client portal notifications

   When a client views a document the Bell on the top of smartr shows a Red Notifications.
   There should be a select all option to the mark all as read.
   We have about 5 compulsory documents that the client has to read when first signing up. So when we have joint applicants this becomes Red Notifications that I also have to acknowledge. This is very time consuming especially when dealing with several new clients each day

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   Robert Riach shared this idea  ·  Aug 12, 2024

9. Increase character limit for the notes

   5 votes

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

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

    49 votes

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    planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

11. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

12. include solicitor details on summary page

    10 votes

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    1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

13. Hide NPW Cases

    7 votes

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    planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

14. Show if a case is NPW on the case summary page dropdown

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    10 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

15. Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int

    3 votes

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    under review  ·  1 comment  ·  Introducers  ·  Delete…  ·  Admin →
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    Robert Riach commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

    It should stay the same as the first entry/ original introduce

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    Robert Riach supported this idea  ·  Jun 13, 2024

16. Smartr ' Mortgage offer expiry date' reminder

    53 votes

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    started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

17. To Do List

    31 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

18. Other income to pull through to 27tec

    13 votes

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    under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

19. Important notes

    46 votes

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

20. Universal Budget Planner for Mortgages & Protection

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    80 votes

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    18 comments  ·  Protection  ·  Delete…  ·  Admin →
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    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

    Robert Riach supported this idea  ·  Aug 12, 2024