Settings and activity

207 results found

1. 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  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

2. Limited company Improvements

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

3. Anticipated retirement age to be automatic/defaulted

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

4. Select Different Buyer Type for Applicants on Joint Case

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

5. Include 'Valuation Reports' in Document Type Drop-Down

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   planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Mar 7, 2025

6. Notes details of emails that have gone out via the system need roe detail.

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   Robert Riach supported this idea  ·  Mar 7, 2025

7. Protection - Smoker categories

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   Robert Riach supported this idea  ·  Mar 7, 2025

8. Add Box to indicate if commitments have been marked as to be cleared on completion

   3 votes

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   Robert Riach supported this idea  ·  Mar 7, 2025

9. Fact Find Additions

   2 votes

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   Robert Riach supported this idea  ·  Mar 7, 2025

10. You should not be able to to Not proceed a case as easily as it happens, human error sometimes means cases are closed accidentally and we sh

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    Robert Riach supported this idea  ·  Mar 7, 2025

11. Reducing loan amount on re-mortgage

    1 vote

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    Robert Riach supported this idea  ·  Mar 7, 2025

12. Inmprove the product transfer workflow

    13 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

13. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

14. Council Tax

    7 votes

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    0 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

15. Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.

    5 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

16. Text or email notifications for New leads or documents up loaded

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

17. email documents direct from smartr

    2 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Mar 7, 2025

18. Add new employment status of House Person to enable integration to SolutionBuilder

    4 votes

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    1 comment  ·  Protection  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

19. Integration with a text messaging service

    33 votes

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    under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

20. Notification for Case Transfers

    15 votes

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    under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025