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133 results found

  1. Add option for Unencumbered properties

    32 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  2. Is the client vulnerable?

    3 votes

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    1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Robert Riach supported this idea  · 

  3. term

    8 votes

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    0 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

  4. Date of birth and age of dependants

    6 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Robert Riach supported this idea  · 

  5. Occupiers over 17 – there is no section for this information.

    11 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

  6. Address history for last 3 years - should be a compulsory component to the fact find.

    11 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

  7. Mortgage direct debit bank details - should be a compulsory component to the fact find.

    10 votes

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    under review  ·  4 comments  ·  Fact Find  ·  Admin →
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    Robert Riach supported this idea  · 

  8. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Admin →
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    Robert Riach supported this idea  · 

  9. Being able to send our own emails from the workflow

    4 votes

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    0 comments  ·  Emails  ·  Admin →
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    Robert Riach supported this idea  · 

  10. birthday

    10 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Robert Riach supported this idea  · 

  11. Fact find document

    22 votes

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    under review  ·  1 comment  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 

  12. Document labelling

    5 votes

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    0 comments  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 

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

    4 votes

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    0 comments  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 

  14. Nationality

    3 votes

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    planned  ·  0 comments  ·  Client Portal  ·  Admin →
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    Robert Riach supported this idea  · 

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

    4 votes

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    under review  ·  0 comments  ·  Document Store  ·  Admin →
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    Robert Riach supported this idea  · 

  16. Make dashboard more useful

    4 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Robert Riach supported this idea  · 

  17. enquiries@riachfinancial.co.uk

    1 vote

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Robert Riach shared this idea  · 

  18. Mark all notifications as read

    3 votes

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    1 comment  ·  Client Portal  ·  Admin →
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    Robert Riach commented  · 

    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

    Robert Riach shared this idea  · 

  19. Increase character limit for the notes

    5 votes

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    under review  ·  0 comments  ·  Notes  ·  Admin →
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    Robert Riach supported this idea  · 

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

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Admin →
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    Robert Riach supported this idea  · 
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