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13 results found

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

    11 votes
    3 comments  ·  General  ·  Admin →
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    Abdi Ahmed commented  · 

    E.g. In the settings a section which you can set your remortgage contact date to be automatically pre-set 3 months, 4 months , 6 Months to a year before the remortgage date. Instead of manually updating this to 3 months before.

    Abdi Ahmed shared this idea  · 

  2. Fact find - Gender

    5 votes
    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Abdi Ahmed supported this idea  · 

  3. Separation and Section in the Notes

    1 vote
    0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  4. Fact Find Button is too easy to press by Accident

    1 vote
    0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  5. priorities tasks

    1 vote
    0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  6. Task View (NPW)

    1 vote
    0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  7. client to enter their own solicitor details

    5 votes
    0 comments  ·  Client Portal  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  8. New Mortgage Loan Amount for Remortgage Application

    6 votes
    0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  9. Homebuyer app and Client Portal should be One

    3 votes
    0 comments  ·  Client Portal  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  10. Fact Find Format and Custom

    1 vote
    under review  ·  0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  11. Customisable workflows with Tasks

    76 votes
    6 comments  ·  Workflow  ·  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.

    Abdi Ahmed supported this idea  · 
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    Abdi Ahmed commented  · 

    Ability to change statuses or configure. - Personalised Workflow with customisable status and workflow

  12. Remortgage Date

    1 vote
    0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  · 

  13. Colour system to show the new remortgages

    5 votes
    under review  ·  0 comments  ·  General  ·  Admin →
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    Abdi Ahmed shared this idea  ·