Settings and activity

35 results found

1. Dashboard updates

   4 votes

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Emily Franks supported this idea  ·  Jul 31, 2025

2. Fact Find Progress Indicator

   7 votes

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   0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Emily Franks supported this idea  ·  Jul 31, 2025

3. Include Broker fee and solicitor fees on the dashboard

   46 votes

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   under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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   Emily Franks supported this idea  ·  Feb 12, 2025

4. email documents direct from smartr

   5 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Emily Franks shared this idea  ·  Feb 12, 2025

5. Emails and notes fonts need to be consistent

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   planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Emily Franks supported this idea  ·  Feb 12, 2025

6. in the time to remortgage email, it states we must remortgage, but it should state we can remortgage or Product Transfer

   10 votes

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   planned  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Emily Franks supported this idea  ·  Feb 12, 2025

7. birthday

   14 votes

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   under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Emily Franks supported this idea  ·  Feb 12, 2025

8. Having a company branded email address as the Time to Remortgage email that goes to clients , rather than systems@smartr365.com

   8 votes

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   Emily Franks supported this idea  ·  Feb 12, 2025

9. Client status email notifications

   10 votes

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   2 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Emily Franks supported this idea  ·  Feb 12, 2025

10. enquiries@riachfinancial.co.uk

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    0 comments  ·  Notifications  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

11. A new document type for fee invoice

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

12. Ability to lock protection fact find to clients post application

    10 votes

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    under review  ·  1 comment  ·  Fact Find » Protection Fact Find  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

13. Disposable Income Monthly

    6 votes

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    0 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

14. Date of birth and age of dependants

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

15. Multiple FactFind Applicants

    132 votes

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    planned  ·  24 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

16. Client portal notifications

    47 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

17. Give clients the ability to add a second applicant themselfs on the client portal

    63 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

18. Client portal /portfolio of properties

    22 votes

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    1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

19. Lead form on a broker website

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

20. Company Acknowledgements to be auto stored in Document Store when accepted by client

    13 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025