Settings and activity

17 results found

1. mortgage term should reduce

   8 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Nov 21, 2024

2. EPC

   5 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Oct 2, 2024

3. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Feb 26, 2024

4. Customisable workflows with Tasks

   76 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  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.

   Steve Verrell supported this idea  ·  Feb 26, 2024

5. To Do List

   30 votes

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   under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Feb 26, 2024

6. lender address book for points of contact and numbers

   32 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Feb 26, 2024

7. Pre-Filled Categories

   36 votes

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   planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Feb 26, 2024

8. UNABLE TO REACH CLIENT as an option for NPW

   26 votes

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   planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Feb 26, 2024

9. Multiple products on a mortgage

   94 votes

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   planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Steve Verrell supported this idea  ·  Feb 26, 2024

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

    56 votes

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    started  ·  5 comments  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    Steve Verrell supported this idea  ·  Feb 26, 2024

11. property details

    29 votes

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    under review  ·  2 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Steve Verrell supported this idea  ·  Feb 26, 2024

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

    39 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Steve Verrell supported this idea  ·  Feb 26, 2024

13. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Steve Verrell commented  ·  Oct 20, 2023  ·  Edit…  ·  Delete…

    We have a number of cases where this is incredibly important. Having multiple cases for one application impacts our reporting and is a waste of time when having to repeat data entry. Needed for JBSP cases and Ltd Co applications with more than 2 shareholders.

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    Steve Verrell commented  ·  Oct 20, 2023  ·  Edit…  ·  Delete…

    Needed ASAP as having multiple cases for one application impacts our reporting and is a waste of our time when having to repeat data entry.

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    Steve Verrell supported this idea  ·  Oct 20, 2023

14. Search notes

    17 votes

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    planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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    Steve Verrell supported this idea  ·  Mar 21, 2023

15. Two way email integration

    143 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.

    Steve Verrell supported this idea  ·  Mar 21, 2023

16. Admin cc'd on case emails

    18 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Steve Verrell supported this idea  ·  Mar 21, 2023

17. Ability to look at a Cases view vs a Clients view

    48 votes

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    planned  ·  3 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Steve Verrell supported this idea  ·  Mar 21, 2023