Settings and activity

33 results found

1. Admin cc'd on case emails

   18 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

2. Admin notifcations

   16 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

3. Credit Commitments Lender Name

   7 votes

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   under review  ·  2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Simon Craven commented  ·  Apr 25, 2024  ·  Edit…  ·  Delete…

   It would be ideal if the name of the other provider is visible in the list of commitments to save having to open each commitment to see who the provider is.

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   Simon Craven supported this idea  ·  Apr 25, 2024

4. Ability to Customise the fields in reports

   7 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

5. Early Repayment Charge (ERC) visibility in Existing Properties

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   5 votes

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   1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

6. Vulnerable Customer questions in Additional Fields (Sesame)

   8 votes

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   started  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

7. Company Acknowledgements to be auto stored in Document Store when accepted by client

   9 votes

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

8. Source of Business

   4 votes

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   0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Apr 25, 2024

9. fact find commitment and expenses

   13 votes

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   planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Simon Craven supported this idea  ·  Nov 19, 2022

10. Time in Employment

    14 votes

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    under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

11. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

12. 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  ·  AdminBrooke Lowry (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

    Simon Craven supported this idea  ·  Nov 19, 2022

13. BTL portfolio totals

    50 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

14. Ability to Split Client/Broker Fees

    23 votes

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    under review  ·  2 comments  ·  Fact Find » Fees  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

15. 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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    Simon Craven supported this idea  ·  Nov 19, 2022

16. Summary changes

    13 votes

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    under review  ·  0 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

17. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

18. Inmprove the product transfer workflow

    11 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

19. Show solicitor practice address details

    17 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022

20. Mortgage Fees being added to the loan

    14 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Simon Craven supported this idea  ·  Nov 19, 2022