Settings and activity

196 results found

1. Have a pop up thats asks when turning on acknowledgments ' do you want to email your client to remind them to log in and accept?'

   4 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Robert Riach supported this idea  ·  Jan 24, 2025

2. Remove need to add an email address for second client

   29 votes

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

3. client to enter their own solicitor details

   5 votes

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

4. Clear all notifications

   40 votes

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   7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   This request is in development now.

   Robert Riach supported this idea  ·  Jan 14, 2025

5. New Leads From QR Codes need to have a notification

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

6. Remortgage an unencumbered property

   5 votes

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

7. Joint borrower sole proprietor

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

8. Employer details

   6 votes

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

9. Porting Mortgage Case

   11 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 14, 2025

10. More than 2 applicants

    8 votes

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

11. Current Rent in FF

    8 votes

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

12. Time in Employment

    17 votes

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

13. Pre-Filled Categories

    37 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

14. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

15. Please amend form Remortgage to correct type of case as a Product Transfer

    14 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

16. Add Partnership to Self Employment Type

    18 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

17. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025

18. Add Landlord Address Field to Fact Find

    40 votes

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

19. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    7 votes

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

20. Early Repayment Charge (ERC) visibility in Existing Properties

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    8 votes

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    1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 14, 2025