Settings and activity

251 results found

1. complete address

   2 votes

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   0 comments  ·  General  ·  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. LTV on summary page and mortgage page

   2 votes

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

3. Ability to change the Pre-Set Remortgage Contact Dates

   12 votes

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

4. ADD Label to show if a commitment is to be redeemed on completion

   3 votes

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

5. mortgage term should reduce

   10 votes

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

6. General note tab

   3 votes

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

7. Residential Status

   4 votes

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

8. fact find commitment and expenses

   15 votes

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   planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Jan 24, 2025

9. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Robert Riach supported this idea  ·  Jan 24, 2025

10. Amend policy numbers/ mortgage account numbers after marked completed

    26 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

11. Deceased Option in Fact Find

    20 votes

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    planned  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

12. Automatically move Employment details From Existing to History on Employment change

    41 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

13. property details

    30 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

14. Download all button document store

    72 votes

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

15. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Jan 24, 2025

16. 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?'

    5 votes

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

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

    30 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

18. 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

19. 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

20. 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