Settings and activity

29 results found

1. New Mortgage Loan Amount for Remortgage Application

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Jun 19, 2024

2. Improve customer journey

   17 votes

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   started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  May 30, 2024

3. Existing Cover auto created from Completed Protection cases

   6 votes

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   under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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   Lisa Harrison commented  ·  Apr 15, 2024  ·  Edit…  ·  Delete…

   Makes sense that if a Protection policy has been 'completed' it should auto update into Existing Policies surely?

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   Lisa Harrison supported this idea  ·  Apr 15, 2024

4. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Mar 26, 2024

5. Integration with a text messaging service

   31 votes

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   under review  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Mar 14, 2024

6. Admin notifcations

   16 votes

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   under review  ·  1 comment  ·  Notifications  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Mar 14, 2024

7. Stop inviting clients to HomeBuyer when already onboarded with Smartr365

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Lisa Harrison commented  ·  Mar 14, 2024  ·  Edit…  ·  Delete…

   I agree 100%, we have clients who are logging into the Homebuyer app instead of Smartr and then getting really confused. Its just a marketing app, so should not be automatically sent, we need the option to switch it off.

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   Lisa Harrison supported this idea  ·  Mar 14, 2024

8. Choose FactFind sections to show in Client Portal

   126 votes

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   planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Lisa Harrison commented  ·  Feb 8, 2024  ·  Edit…  ·  Delete…

   We are not pensions or investment advisors. Clients dont read to ignore these bits of the Factfind, no matter how much we point it out. We need the ability to grey these areas out.

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   Lisa Harrison supported this idea  ·  Feb 8, 2024

9. Being able to upload .MSG to the document store

   34 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Lisa Harrison supported this idea  ·  Apr 13, 2023

10. Task without having a live case on file

    21 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Apr 3, 2023

11. Pre Populated emails format

    15 votes

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    under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Apr 3, 2023

12. To show when another user is viewing the case (either client or another staff member).

    17 votes

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    under review  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Apr 3, 2023

13. 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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    Lisa Harrison supported this idea  ·  Feb 12, 2023

14. Additional stages in the Kanban

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

15. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

16. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

17. Task Due Notifications

    41 votes

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    under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

18. Option Are you on electoral roll?

    25 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Lisa Harrison supported this idea  ·  Feb 12, 2023

19. 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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    Lisa Harrison supported this idea  ·  Feb 12, 2023

20. 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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    Lisa Harrison supported this idea  ·  Feb 12, 2023