Settings and activity

41 results found

1. Show if a case is NPW on the case summary page dropdown

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   9 votes

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   planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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   francesca commented  ·  Mar 25, 2024  ·  Edit…  ·  Delete…

   Remove NPW cases from the dropdown summary or clearly make the case as not proceeding with on the drop down summary of case.

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   francesca supported this idea  ·  Mar 25, 2024

2. Short how to guides for non tech savvy clients

   5 votes

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   planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Mar 25, 2024

3. Automate protection shortfall

   13 votes

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   under review  ·  2 comments  ·  Protection  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Feb 5, 2024

4. Ability to Customise the fields in reports

   10 votes

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   under review  ·  1 comment  ·  Reporting  ·  Delete…  ·  Admin →
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   francesca shared this idea  ·  Jan 8, 2024

5. Add attachments to application updates

   28 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

6. Two way email integration

   144 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.

   francesca supported this idea  ·  Jan 8, 2024

7. New Leads From QR Codes need to have a notification

   55 votes

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   started  ·  7 comments  ·  Notifications  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

8. Mailchimp and automation

   20 votes

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   under review  ·  2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

9. Admin cc'd on case emails

   20 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   francesca supported this idea  ·  Jan 8, 2024

10. Put an LTV calculator in the mortgage factfind

    31 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

11. Multiple products on a mortgage

    96 votes

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    planned  ·  20 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

12. UNABLE TO REACH CLIENT as an option for NPW

    28 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

13. Estate Agent and Solicitor on Summary Screen

    47 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

14. BTL portfolio totals

    53 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

15. Length of Residency

    26 votes

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    under review  ·  4 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

16. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

17. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

18. Removal of the questions relating to procuration fee on client Factfind

    25 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

19. Deceased Option in Fact Find

    20 votes

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    planned  ·  3 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    francesca supported this idea  ·  Jan 8, 2024

20. 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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    francesca supported this idea  ·  Jan 8, 2024