Settings and activity

20 results found

1. Current employment to employment history without having to re-enter details

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Linda Wilkinson shared this idea  ·  Feb 6, 2026

2. new job, make previous job an automatic drop into employment history

   11 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Linda Wilkinson supported this idea  ·  Feb 6, 2026

3. BTL portfolio totals

   53 votes

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   planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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   Linda Wilkinson supported this idea  ·  Aug 30, 2023

4. BTL FactFind

   24 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Linda Wilkinson supported this idea  ·  Aug 30, 2023

5. 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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   Linda Wilkinson supported this idea  ·  Aug 30, 2023

6. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

   96 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Linda Wilkinson supported this idea  ·  Aug 30, 2023

7. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Linda Wilkinson supported this idea  ·  Aug 30, 2023

8. Streamline the whole thing

   17 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Linda Wilkinson supported this idea  ·  Aug 30, 2023

9. Highlight mandatory fields with an * while completing / reviewing the Factfind.

   22 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Linda Wilkinson supported this idea  ·  Aug 30, 2023

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

    43 votes

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    under review  ·  6 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

11. Fact Find - send a copy of fact find to Document store upon Completed

    24 votes

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    under review  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

12. Prompt for 3 addresses in history

    32 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

13. FACT FIND - Too much scrolling

    32 votes

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    planned  ·  2 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

14. 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 Wilkinson supported this idea  ·  Aug 30, 2023

15. Display dependent age not years still dependent

    47 votes

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    planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

16. As an adviser i dont think that the document store is in a logical order.

    19 votes

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    under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

17. Improve customer journey

    18 votes

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    started  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

18. Client portal /portfolio of properties

    21 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

19. 1 click recent clients

    64 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023

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

    48 votes

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    planned  ·  4 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    Linda Wilkinson supported this idea  ·  Aug 30, 2023