Settings and activity

25 results found

1. Student loan

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   Mary Hodges shared this idea  ·  Sep 23, 2024

2. 'next' button to increase date entry flow.

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   Mary Hodges shared this idea  ·  May 2, 2024

3. Personation of workflow

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   Mary Hodges shared this idea  ·  May 2, 2024

4. Nick name for cases

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   0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Mary Hodges shared this idea  ·  Apr 5, 2024

5. Existing cover viewable on both client records

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges shared this idea  ·  Apr 5, 2024

6. Please amend form Remortgage to correct type of case as a Product Transfer

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Nov 2, 2023

7. Multiple products on a mortgage

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   planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Mary Hodges commented  ·  Nov 2, 2023  ·  Edit…  ·  Delete…

   This is so, so important. I cant believe this has not been actioned since it was recommended in 2020! It not the ability to add multiply products to a mortgage. We need the ability to add multiple mortgage to a property address.

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   Mary Hodges supported this idea  ·  Nov 2, 2023
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   Mary Hodges commented  ·  Nov 2, 2023  ·  Edit…  ·  Delete…

   We need to be able to add more than one mortgage to a single property address.

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8. Deceased Option in Fact Find

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   planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Nov 2, 2023

9. Amend policy numbers/ mortgage account numbers after marked completed

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Nov 2, 2023

10. Show more information on Employment page

    28 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Sep 18, 2023

11. Smartr ' Mortgage offer expiry date' reminder

    51 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

12. lender address book for points of contact and numbers

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    under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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    Mary Hodges commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

    This is really important. You could just expand the solicitors database info adding a notes sections.

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    Mary Hodges supported this idea  ·  Aug 4, 2023

13. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

14. Review & Filter Protection referrals

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    under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

15. Automate protection shortfall

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    under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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    Mary Hodges commented  ·  Aug 4, 2023  ·  Edit…  ·  Delete…

    Or even just a short fall calculation that you can add to manually.

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    Mary Hodges supported this idea  ·  Aug 4, 2023

16. Improve navigation so adviser can see all cases that relate to X applicants

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    5 comments  ·  Protection  ·  Delete…  ·  Admin →
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    planned  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,  

    We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.  

    Keep an eye out for more comms to follow.  

    Thanks,  

    The Product team

    Mary Hodges supported this idea  ·  Aug 4, 2023

17. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

18. 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

    Mary Hodges supported this idea  ·  Aug 4, 2023

19. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023

20. Add attachments to application updates

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Mary Hodges supported this idea  ·  Aug 4, 2023