Settings and activity

18 results found

1. CASE ID

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Jul 16, 2024

2. Show more information on Employment page

   29 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

3. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

4. Managing Introducers

   13 votes

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   under review  ·  0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

5. 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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   Mark Wilson supported this idea  ·  Dec 21, 2022

6. 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.

   Mark Wilson supported this idea  ·  Dec 21, 2022

7. Task without having a live case on file

   21 votes

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   under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

8. FACT FIND - Too much scrolling

   32 votes

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Nov 21, 2022

9. Create an Automated Protection Review Task/Reminder

   14 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Nov 21, 2022

10. 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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    Mark Wilson supported this idea  ·  Nov 21, 2022

11. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Mark Wilson supported this idea  ·  Nov 21, 2022

12. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

    16 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Mark Wilson supported this idea  ·  Nov 21, 2022

13. Income overview

    15 votes

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    under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Mark Wilson supported this idea  ·  Nov 21, 2022

14. 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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    Mark Wilson supported this idea  ·  Nov 21, 2022

15. Multiple products on a mortgage

    96 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Mark Wilson supported this idea  ·  Nov 21, 2022

16. 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.

    Mark Wilson supported this idea  ·  Nov 21, 2022

17. 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

    Mark Wilson supported this idea  ·  Nov 21, 2022

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

    59 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Mark Wilson supported this idea  ·  Nov 21, 2022