Settings and activity

72 results found

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

   59 votes

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   started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

2. 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

3. Two way email integration

   146 votes

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   33 comments  ·  Emails  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are in the design phase of this request. Currently we are looking at integrating Outlook and Gmail.

   Linda Vellosa supported this idea  ·  Jan 9, 2023

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

   55 votes

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

5. 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

6. Mailchimp and automation

   22 votes

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

7. Subject Line to include brokers name

   13 votes

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

8. Case Requirements Box - Document Checklist

   57 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

9. Document needs acknowledgement email template pop up

   33 votes

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   under review  ·  3 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Linda Vellosa supported this idea  ·  Jan 9, 2023

10. Electronic signatures

    85 votes

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

11. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

12. Smartr ' Mortgage offer expiry date' reminder

    53 votes

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

13. Dashboard Drop Down Options

    22 votes

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

14. Remo Op on the dashboard

    32 votes

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

15. Include Broker fee and solicitor fees on the dashboard

    46 votes

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

16. Revamp of Dashboard

    40 votes

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

17. More Efficient Remortgage Management

    20 votes

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

18. Add Partnership to Self Employment Type

    18 votes

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    planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023

19. Remove ID and Address Verifcation Mandatory

    15 votes

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

20. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Linda Vellosa supported this idea  ·  Jan 9, 2023