Settings and activity

106 results found

1. Universal Budget Planner for Mortgages & Protection

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   18 comments  ·  Protection  ·  Delete…  ·  Admin →
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   started  ·  AdminBrooke Lowry (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

2. Client Portal Document Store - Completed Cases

   18 votes

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   under review  ·  2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

3. Add living with partner to Fact Find

   12 votes

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

4. Add attachments to application updates

   28 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

5. Ability to choose whether emails come from Adviser on the case or the person sending the email

   19 votes

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

6. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   4 votes

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

7. tags for linked clients on case view

   21 votes

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

8. Multiple products on a mortgage

   91 votes

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   planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

9. 1 click recent clients

   61 votes

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   under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jun 13, 2024

10. Confidential Cases - restricting access

    46 votes

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

11. Uinsure

    3 votes

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

12. enquiries@riachfinancial.co.uk

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    0 comments  ·  Notifications  ·  Edit…  ·  Delete…  ·  Admin →
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    Robert Riach shared this idea  ·  Jun 13, 2024

13. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

14. Mortgage Annual Review

    2 votes

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

15. Task Notifications

    7 votes

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

16. Protection reports

    4 votes

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

17. Existing Cover auto created from Completed Protection cases

    6 votes

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jun 13, 2024

18. Emails from Valuation & Offer / Update Emails are not showing in Notes

    2 votes

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

19. Add colour and bolding to notes

    2 votes

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

20. Client notes

    9 votes

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