Settings and activity

33 results found

1. Include Broker fee and solicitor fees on the dashboard

   45 votes

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

2. email documents direct from smartr

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

3. 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

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

   6 votes

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

5. birthday

   11 votes

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

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

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   Emily Franks supported this idea  ·  Feb 12, 2025

7. Client status email notifications

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

8. 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

9. 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

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

    9 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

11. Disposable Income Monthly

    4 votes

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

12. Date of birth and age of dependants

    9 votes

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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

13. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Emily Franks supported this idea  ·  Feb 12, 2025

14. Client portal notifications

    44 votes

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

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

    60 votes

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

16. Client portal /portfolio of properties

    20 votes

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

17. 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

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

    10 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

19. Nationality

    4 votes

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

20. Mark all notifications as read

    4 votes

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