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8 results found

1. GDPR Documents

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   2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Ian Parker commented  ·  Oct 23, 2025  ·  Edit…  ·  Delete…

   I can now see the acknowledgement under the 'Company Document Acknowledgements', I didn't know about this previously!

   So currently, when a client creates an account, they acknowledge the GDPR documents, but this doesn't show as 'acknowledged' in the document store where all documents are for the case, it only shows 'acknowledged' in the 'Company Document Acknowledgements'.

   To avoid confusion, could the documents show as 'acknowledged' in both areas?

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   Ian Parker shared this idea  ·  Aug 27, 2025

2. Residential Address Fact Find

   12 votes

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   started  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Parker supported this idea  ·  Oct 15, 2025

3. Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Parker supported this idea  ·  Oct 15, 2025

4. new job, make previous job an automatic drop into employment history

   9 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   Ian Parker supported this idea  ·  Oct 15, 2025

5. having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see

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   1 comment  ·  General  ·  Delete…  ·  Admin →
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   Ian Parker supported this idea  ·  Oct 15, 2025

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

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   under review  ·  0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Ian Parker supported this idea  ·  Aug 27, 2025

7. Permanent Rights to Reside

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Ian Parker shared this idea  ·  Jun 26, 2025

8. Foreign Nationals - Permanent Rights to Reside

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Ian Parker shared this idea  ·  Mar 18, 2025