Settings and activity

133 results found

1. Automated tasks

   41 votes

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   started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

2. include solicitor details on summary page

   8 votes

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

3. Hide NPW Cases

   7 votes

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

4. Show if a case is NPW on the case summary page dropdown

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   8 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

5. Introducer changes when mortgage completes to being an adviser lead, would be helpful if it stayed the same as the first entry/ original int

   3 votes

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   under review  ·  1 comment  ·  Introducers  ·  Delete…  ·  Admin →
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   Robert Riach commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

   It should stay the same as the first entry/ original introduce

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   Robert Riach supported this idea  ·  Jun 13, 2024

6. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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

7. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

8. Other income to pull through to 27tec

   13 votes

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   under review  ·  0 comments  ·  Sourcing  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

9. Important notes

   46 votes

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   planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

10. Universal Budget Planner for Mortgages & Protection

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    80 votes

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    18 comments  ·  Protection  ·  Delete…  ·  Admin →
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    started  ·  AdminTest B2B Adviser (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

11. Client Portal Document Store - Completed Cases

    19 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

12. Add living with partner to Fact Find

    13 votes

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

13. 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

14. 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

15. tags for linked clients on case view

    22 votes

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

16. Multiple products on a mortgage

    93 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

17. 1 click recent clients

    62 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

18. 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

19. 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

20. 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