Settings and activity

196 results found

1. 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

2. 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

3. 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

4. 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.

   3 votes

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

5. 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

6. 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

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

   3 votes

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

8. Integration with a text messaging service

   32 votes

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

9. Notification for Case Transfers

   13 votes

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

10. Client status email notifications

    4 votes

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

11. lender address book for points of contact and numbers

    33 votes

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

12. Employer details improvement

    18 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

13. Letting agent details for BTL Remortgage

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

14. Additional Fact Find Fields

    4 votes

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    planned  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

15. To be able to create a case with just clients name and add contact details later.

    2 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

16. Adding an existing client to a case

    3 votes

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

17. Broker fees added to Dashboard

    2 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

18. Pull existing property expense data through to client outgoings

    2 votes

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

19. Contract Workers

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

20. Current Residential Address Error

    2 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025