Settings and activity

14 results found

1. stuart@sjbmortgagesolutions.co.uk

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   0 comments  ·  Suitability Report Generator  ·  Edit…  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Stuart Bolton shared this idea  ·  Mar 27, 2024

2. Two way email integration

   142 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Stuart Bolton supported this idea  ·  Jan 15, 2024

3. Select All Option for Bulk email

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Stuart Bolton supported this idea  ·  Jan 15, 2024

4. Improve navigation so adviser can see all cases that relate to X applicants

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   5 comments  ·  Protection  ·  Delete…  ·  Admin →
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   planned  ·  AdminBrooke Lowry (Admin, smartr365) responded

   Hi all,  

   We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

   Keep an eye out for more comms to follow.  

   Thanks,  

   The Product team

   Stuart Bolton supported this idea  ·  Aug 5, 2023

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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   Stuart Bolton supported this idea  ·  Nov 15, 2022

6. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Stuart Bolton shared this idea  ·  Nov 15, 2022

7. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   20 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Stuart Bolton supported this idea  ·  Nov 15, 2022

8. FACT FIND - Too much scrolling

   32 votes

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Stuart Bolton supported this idea  ·  Nov 15, 2022

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

   53 votes

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   planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Stuart Bolton supported this idea  ·  Nov 15, 2022

10. Suitability Letter - Add multiple products, and joint and single applicants

    35 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Stuart Bolton supported this idea  ·  Nov 15, 2022

11. B&C Renewal Date

    17 votes

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    0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Stuart Bolton supported this idea  ·  Nov 15, 2022

12. Home Insurance Cases

    27 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Stuart Bolton supported this idea  ·  Nov 15, 2022

13. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Stuart Bolton commented  ·  Nov 15, 2022  ·  Edit…  ·  Delete…

    There is a facility to customize the Kanban but when you log back in the following day it defaults back to the original. :-(

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    Stuart Bolton supported this idea  ·  Nov 15, 2022

14. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Stuart Bolton supported this idea  ·  Nov 15, 2022