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65 results found

  1. 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  · 

  2. BTL portfolio totals

    53 votes

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

  3. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  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  · 

  4. 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  · 

  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  ·  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.

  6. 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  · 

  7. Customisable workflows with Tasks

    76 votes

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    6 comments  ·  Workflow  ·  Admin →
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    started  ·  AdminAnonymous (Admin, smartr365) responded

    We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.


    We intend to roll this out further to a limited number of firms shortlly.


    Then wider for all.

    Linda Vellosa supported this idea  · 

  8. Product Transfer as Buyer Type

    56 votes

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    started  ·  8 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Linda Vellosa supported this idea  · 

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

    96 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Linda Vellosa supported this idea  · 

  10. Multiple products on a mortgage

    95 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Linda Vellosa supported this idea  · 

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

    70 votes

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    2 comments  ·  Fact Find » Commitments  ·  Admin →
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    Linda Vellosa supported this idea  · 

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

    40 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Admin →
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    Linda Vellosa supported this idea  · 

  13. Add Landlord Address Field to Fact Find

    40 votes

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

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

    58 votes

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

  15. 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  · 

  16. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    Linda Vellosa supported this idea  · 

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

    55 votes

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    started  ·  7 comments  ·  Notifications  ·  Admin →
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    Linda Vellosa supported this idea  · 

  18. Pre Populated emails format

    15 votes

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

  19. Mailchimp and automation

    18 votes

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

  20. Subject Line to include brokers name

    12 votes

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