Settings and activity

20 results found

1. client to enter their own solicitor details

   6 votes

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   0 comments  ·  Client Portal  ·  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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   Craig Gregory supported this idea  ·  May 11, 2026

2. Some clients cant find Documents

   9 votes

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   0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  May 11, 2026

3. Payment Shield Sourcing to pre pop email and phone number from fact find

   3 votes

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   0 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  May 11, 2026

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

   9 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  May 11, 2026

5. Addtional remidner for rate ending

   2 votes

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   0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  May 11, 2026

6. Notification of Incoming Email

   3 votes

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   1 comment  ·  Emails  ·  Delete…  ·  Admin →
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   Craig Gregory commented  ·  May 11, 2026  ·  Edit…  ·  Delete…

   This is 100% required pointless having an email system that you're not notified of a reply. The expectation can't be that advisors need to check each case daily to see if theres any replies.

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   Craig Gregory supported this idea  ·  Mar 19, 2026

7. Cut the BS!

   3 votes

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   0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Mar 19, 2026

8. Smartr ' Mortgage offer expiry date' reminder

   53 votes

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   started  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Mar 19, 2026

9. Mortgage Annual Review

   3 votes

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   0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Craig Gregory supported this idea  ·  Mar 19, 2026

10. Sender name for invitation email

    1 vote

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    0 comments  ·  Client Portal  ·  Edit…  ·  Delete…  ·  Admin →
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    Craig Gregory shared this idea  ·  Mar 19, 2026

11. Have a pop up thats asks when turning on acknowledgments ' do you want to email your client to remind them to log in and accept?'

    5 votes

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    0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Oct 23, 2025

12. GDPR Documents

    4 votes

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    2 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Craig Gregory commented  ·  Oct 23, 2025  ·  Edit…  ·  Delete…

    Can you not see the acknowledgement under your 'Company Document Acknowledgements' under document log?

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13. LV integration / Ability to complete comparison

    1 vote

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    0 comments  ·  Buildings & Contents  ·  Edit…  ·  Delete…  ·  Admin →
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    Craig Gregory shared this idea  ·  Oct 23, 2025

14. Home Insurance Cases

    28 votes

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    under review  ·  4 comments  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Oct 23, 2025

15. Show more information on Employment page

    30 votes

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    under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Oct 23, 2025

16. 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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    Craig Gregory supported this idea  ·  Oct 23, 2025

17. Vulnerable question should be in fact find rather than in the mortgages section .

    6 votes

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    0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Oct 23, 2025

18. Add Homemaker as a employment status

    8 votes

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    0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Oct 23, 2025

19. Remortgage an unencumbered property

    7 votes

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    0 comments  ·  General  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Sep 30, 2025

20. Homebuyer app and Client Portal should be One

    4 votes

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    0 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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    Craig Gregory supported this idea  ·  Sep 30, 2025