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51 results found

  1. Fact Find Progress Indicator

    4 votes

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    0 comments  ·  Dashboard  ·  Admin →
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    Linda Vellosa shared this idea  · 

  2. Automate protection shortfall

    12 votes

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    under review  ·  2 comments  ·  Protection  ·  Admin →
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    Linda Vellosa supported this idea  · 

  3. Enable us to edit spacing on suitability reports

    18 votes

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    started  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Linda Vellosa supported this idea  · 

  4. BTL portfolio totals

    49 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Admin →
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    Linda Vellosa supported this idea  · 

  5. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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

    Linda Vellosa supported this idea  · 

  6. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Linda Vellosa supported this idea  · 

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

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Admin →
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    Linda Vellosa supported this idea  · 
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    Linda Vellosa commented  · 

    Could the case even be moved to another column within Kanban, "proc fee outstanding"? This could keep it even more clear when a firm has lots of cases.

  8. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Linda Vellosa supported this idea  · 

  9. Customisable workflows with Tasks

    76 votes

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    started  ·  6 comments  ·  Workflow  ·  Admin →
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    Linda Vellosa supported this idea  · 

  10. Product Transfer as Buyer Type

    54 votes

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    planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Linda Vellosa supported this idea  · 

  11. 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  ·  Admin →
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    Linda Vellosa supported this idea  · 

  12. Multiple products on a mortgage

    91 votes

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    planned  ·  17 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Linda Vellosa supported this idea  · 

  13. 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  ·  Admin →
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    Linda Vellosa supported this idea  · 

  14. Automatically move Employment details From Existing to History on Employment change

    36 votes

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    under review  ·  5 comments  ·  Fact Find » Income  ·  Admin →
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    Linda Vellosa supported this idea  · 

  15. Add Landlord Address Field to Fact Find

    39 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Admin →
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    Linda Vellosa supported this idea  · 

  16. Show more information on Employment page

    29 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Admin →
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    Linda Vellosa supported this idea  · 

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

    53 votes

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    planned  ·  5 comments  ·  Fact Find » Existing Properties  ·  Admin →
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    Linda Vellosa supported this idea  · 

  18. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Linda Vellosa supported this idea  · 

  19. Ability to choose whether emails come from Adviser on the case or the person sending the email

    19 votes

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    started  ·  1 comment  ·  Emails  ·  Admin →
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    Linda Vellosa supported this idea  · 

  20. Two way email integration

    142 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Linda Vellosa supported this idea  · 
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