Settings and activity

19 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

   12 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

   54 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

6. Clear all notifications

   39 votes

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   planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

7. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Mark Wilson supported this idea  ·  Dec 21, 2022

8. 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

9. 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

10. Create an Automated Protection Review Task/Reminder

    13 votes

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

11. Email Notification when documents uploaded from Client side

    29 votes

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

12. 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

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

    13 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

14. Income overview

    11 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

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

    93 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

16. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Mark Wilson supported this idea  ·  Nov 21, 2022

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

    66 votes

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

18. 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

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

    54 votes

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