Settings and activity

196 results found

1. Mark all notifications as read

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   1 comment  ·  Client Portal  ·  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 commented  ·  Aug 12, 2024  ·  Edit…  ·  Delete…

   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

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   Robert Riach shared this idea  ·  Aug 12, 2024

2. Increase character limit for the notes

   5 votes

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

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

   48 votes

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   planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Robert Riach supported this idea  ·  Aug 12, 2024

4. 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

5. include solicitor details on summary page

   9 votes

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

6. 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

7. 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

8. 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

9. Smartr ' Mortgage offer expiry date' reminder

   52 votes

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

10. 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

11. 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

12. 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

13. 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

14. Client Portal Document Store - Completed Cases

    20 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

15. Add living with partner to Fact Find

    15 votes

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

16. 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

17. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

    7 votes

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

18. 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

19. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Robert Riach supported this idea  ·  Aug 12, 2024

20. 1 click recent clients

    64 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