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7 results found

  1. Residential Address Fact Find

    7 votes

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    started  ·  2 comments  ·  General  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) commented  · 

    Hi all,

    Apologies, there is a bug related to this behaviour. We are solving it now however if you refresh the page, the address will be updated in the Fact Find.

    Thank you,

    Brooke

  2. Choose FactFind sections to show in Client Portal

    126 votes

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    planned  ·  17 comments  ·  Client Portal  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) commented  · 

    Hi all, inviting discussion here... If we introduce a change to let you choose which sections of the FactFind the client has to complete, will this solution meet your requirement?

  3. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) commented  · 

    FortAB would like to beta testers for this feature

  4. Credit Commitments Lender Name

    7 votes

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    under review  ·  2 comments  ·  Fact Find » Commitments  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) commented  · 

    Hi Malcolm, thanks for raising this. I understand you make changes to the Mortgages list, would the Lender list be the same for credit commitments? This would be an easier change to update both at the same time and would be less likely lead to manual error and lender names not matching the back-end.

  5. Deceased Option in Fact Find

    18 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) supported this idea  · 

  6. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) commented  · 

    @francisca suggest this gets grouped with Workflows work

  7. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    AdminBrooke Lowry (Admin, smartr365) supported this idea  ·