Settings and activity

47 results found

1. Gross/Net Proc Fees

   4 votes

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   Mary Hodges supported this idea  ·  Mar 6, 2025

2. Porting Mortgage Case

   13 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

3. Ability to change the Pre-Set Remortgage Contact Dates

   12 votes

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   3 comments  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges supported this idea  ·  Mar 6, 2025

4. Student loan

   2 votes

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Mary Hodges commented  ·  Mar 6, 2025  ·  Edit…  ·  Delete…

   This still hasnet been actioned and it makes all the figures incorrect everything we record a student payment

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   Mary Hodges shared this idea  ·  Sep 23, 2024

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

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Mary Hodges shared this idea  ·  May 2, 2024

6. Personation of workflow

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   Mary Hodges shared this idea  ·  May 2, 2024

7. Nick name for cases

   4 votes

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

8. Existing cover viewable on both client records

   3 votes

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   Mary Hodges shared this idea  ·  Apr 5, 2024

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

   14 votes

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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

10. Multiple products on a mortgage

    96 votes

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    planned  ·  20 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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11. Amend policy numbers/ mortgage account numbers after marked completed

    26 votes

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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

12. Show more information on Employment page

    30 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

13. Smartr ' Mortgage offer expiry date' reminder

    52 votes

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

14. lender address book for points of contact and numbers

    33 votes

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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

15. Multiple FactFind Applicants

    131 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

16. Review & Filter Protection referrals

    29 votes

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

17. Automate protection shortfall

    13 votes

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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

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

    19 votes

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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

19. Create an Automated Protection Review Task/Reminder

    14 votes

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

20. 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