Settings and activity

14 results found

1. Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Parminder Kaul shared this idea  ·  Sep 8, 2025

2. Schedule documents/notes/messages for example fact finds, case updates etc. I tend to work quite late in the evening and want to schedule

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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3. Mortgage direct debit bank details - should be a compulsory component to the fact find.

   13 votes

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   under review  ·  5 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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4. Contact phone number for Employer in the income section of the FF

   37 votes

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   planned  ·  4 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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5. Occupiers over 17 – there is no section for this information.

   14 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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6. Address history for last 3 years - should be a compulsory component to the fact find.

   15 votes

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   under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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7. Mothers maiden name on the fact find

   12 votes

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   0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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8. Download all button document store

   72 votes

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   under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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9. Notes section

   3 votes

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   0 comments  ·  Fact Find » Other  ·  Delete…  ·  Admin →
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   Parminder Kaul shared this idea  ·  Apr 15, 2024

10. Adding in the ability to schedule invitations or emails to clients, this way we can work outside of business hours

    4 votes

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    0 comments  ·  Emails  ·  Delete…  ·  Admin →
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11. Mortgage Payment Details

    2 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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12. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    9 votes

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    1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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13. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    7 votes

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    0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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14. Emails and notes fonts need to be consistent

    8 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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