Settings and activity

133 results found

1. Mothers maiden name on the fact find

   9 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

2. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

   3 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

3. Remo Op on the dashboard

   31 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

4. can we add the clients actual age next to their date of birth.

   4 votes

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

5. Include Ability to Make Fact Find Fields Mandatory

   4 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

6. Short how to guides for non tech savvy clients

   3 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

7. DISPLAY IDENTITY VERIFICATION ACROSS ALL CASES FOR CLIENT

   2 votes

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   1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

8. Some clients cant find Documents

   6 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

9. Show cases as overdue once Follow up time/date is reached

   16 votes

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   under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

10. CASE ID

    4 votes

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

11. New Mortgage Loan Amount for Remortgage Application

    6 votes

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    Robert Riach supported this idea  ·  Sep 5, 2024

12. Savings/emergency fund

    2 votes

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    Robert Riach supported this idea  ·  Sep 5, 2024

13. fixed term contract questions

    3 votes

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    Robert Riach supported this idea  ·  Sep 5, 2024

14. Visa questions

    3 votes

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

15. Search by case number

    2 votes

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    Robert Riach supported this idea  ·  Sep 5, 2024

16. EPC

    4 votes

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    Robert Riach supported this idea  ·  Sep 5, 2024

17. SEARCH BY PROPERTY ADDRESS

    8 votes

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    planned  ·  1 comment  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024

18. Sub accounts

    6 votes

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    Robert Riach supported this idea  ·  Sep 5, 2024

19. Search using policy reference numbers

    11 votes

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

20. Would be wonderful to have an ability to amend Suitability Report after it was finalised.

    20 votes

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    planned  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Sep 5, 2024