Settings and activity

38 results found

1. 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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   Malcolm West supported this idea  ·  Feb 23, 2024

2. equity release fact find

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   29 votes

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   under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Feb 22, 2024

3. Ability to Customise the fields in reports

   7 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Malcolm West commented  ·  Feb 1, 2024  ·  Edit…  ·  Delete…

   The current reports are static and often do not contain specific fields required. Users would like the ability to create their own reports or to customise and add fields to existing reports

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   Malcolm West supported this idea  ·  Feb 1, 2024

4. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Jan 31, 2024

5. Credit Commitments Lender Name

   9 votes

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   under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Malcolm West shared this idea  ·  Jan 31, 2024

6. Add a field for property EPC Rating to the Fact Find

   58 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Jan 31, 2024

7. Vulnerable Customer questions in Additional Fields (Sesame)

   9 votes

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   started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Malcolm West shared this idea  ·  Jan 30, 2024

8. 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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   Malcolm West shared this idea  ·  Jan 30, 2024

9. Notification for Case Transfers

   13 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Malcolm West supported this idea  ·  Jan 26, 2024

10. Text or email notifications for New leads or documents up loaded

    24 votes

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    under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 26, 2024

11. Email Notification when documents uploaded from Client side

    30 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 26, 2024

12. 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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    Malcolm West supported this idea  ·  Jan 26, 2024

13. Company Acknowledgements to be auto stored in Document Store when accepted by client

    11 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Malcolm West shared this idea  ·  Jan 26, 2024

14. 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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    Malcolm West supported this idea  ·  Jan 18, 2024

15. Optional Email Addresses for clients

    35 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Malcolm West supported this idea  ·  Jan 18, 2024

16. Source of Business

    5 votes

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    0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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    Malcolm West shared this idea  ·  Dec 20, 2023

17. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Delete…  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

    Malcolm West supported this idea  ·  Nov 17, 2023
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    Malcolm West commented  ·  Nov 17, 2023  ·  Edit…  ·  Delete…

    This would be a useful feature to enable users to issue their own email templates within the system and particularly to use tailored messages as part of Workflow updates

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18. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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