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10 results found

  1. Client portal notifications

    43 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Kaval Shah supported this idea  · 

  2. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Kaval Shah supported this idea  · 

  3. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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

    Kaval Shah supported this idea  · 

  4. BTL portfolio totals

    51 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Kaval Shah supported this idea  · 

  5. Product Transfer as Buyer Type

    55 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Kaval Shah supported this idea  · 

  6. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    94 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Kaval Shah supported this idea  · 

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

    67 votes

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    planned  ·  2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Kaval Shah commented  · 

    Lets get this pushed through 32 votes and counting.

    Kaval Shah supported this idea  · 

  8. Sourcing by Cheapest Overall product

    12 votes

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    under review  ·  1 comment  ·  Sourcing  ·  Admin →
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    Kaval Shah commented  · 

    Users need training how to use the system

  9. Add a field for the number of bathrooms in the property

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Admin →
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    Kaval Shah supported this idea  · 

  10. Subject Line to include brokers name

    12 votes

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    under review  ·  0 comments  ·  Emails  ·  Admin →
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    Kaval Shah supported this idea  ·