Settings and activity

251 results found

1. email documents direct from smartr

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   Robert Riach supported this idea  ·  Mar 7, 2025

2. Add new employment status of House Person to enable integration to SolutionBuilder

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   Robert Riach supported this idea  ·  Jan 24, 2025

3. Integration with a text messaging service

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   under review  ·  7 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

4. Notification for Case Transfers

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

5. Client status email notifications

   8 votes

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   Robert Riach supported this idea  ·  Jan 24, 2025

6. lender address book for points of contact and numbers

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

7. Employer details improvement

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

8. Letting agent details for BTL Remortgage

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   Robert Riach supported this idea  ·  Jan 24, 2025

9. Additional Fact Find Fields

   4 votes

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

10. To be able to create a case with just clients name and add contact details later.

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

11. Adding an existing client to a case

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    Robert Riach supported this idea  ·  Jan 24, 2025

12. Broker fees added to Dashboard

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

13. Pull existing property expense data through to client outgoings

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    under review  ·  0 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

14. Contract Workers

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    Robert Riach supported this idea  ·  Jan 24, 2025

15. Current Residential Address Error

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    Robert Riach supported this idea  ·  Jan 24, 2025

16. Residential Address Fact Find

    12 votes

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    started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

17. Add 'No Contact' to reasons for not proceeding

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    Robert Riach supported this idea  ·  Jan 24, 2025

18. Self Employed income to put through to Sourcing tools

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    Robert Riach supported this idea  ·  Jan 24, 2025

19. Notify us when documents are uploaded

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    Robert Riach supported this idea  ·  Jan 24, 2025

20. Residential Status

    8 votes

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    Robert Riach supported this idea  ·  Jan 24, 2025