Settings and activity

66 results found

1. Enable us to edit spacing on suitability reports

   18 votes

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   started  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Mar 10, 2023

2. BTL portfolio totals

   51 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Feb 10, 2023

3. 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

   Linda Vellosa supported this idea  ·  Feb 10, 2023

4. Additional stages in the Kanban

   21 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

5. 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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   Linda Vellosa supported this idea  ·  Jan 9, 2023
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   Linda Vellosa commented  ·  Jan 9, 2023  ·  Edit…  ·  Delete…

   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.

   Save Submitting...

6. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

7. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

8. Product Transfer as Buyer Type

   55 votes

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   planned  ·  7 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

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

   94 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

10. Multiple products on a mortgage

    93 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

11. 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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    Linda Vellosa supported this idea  ·  Jan 9, 2023

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

    37 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

13. Add Landlord Address Field to Fact Find

    40 votes

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    planned  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

14. 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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    Linda Vellosa supported this idea  ·  Jan 9, 2023

15. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

16. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

17. New Leads From QR Codes need to have a notification

    55 votes

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    planned  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

18. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

19. Mailchimp and automation

    18 votes

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    under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

20. Subject Line to include brokers name

    12 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023