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29 results found

  1. notification when client responds in history

    4 votes

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    0 comments  ·  Notifications  ·  Admin →
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    Craig Gregory supported this idea  · 

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

    14 votes

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    under review  ·  0 comments  ·  Client Portal  ·  Admin →
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  3. Remove need to add an email address for second client

    31 votes

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    under review  ·  2 comments  ·  Client Portal  ·  Admin →
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  4. Notification of Incoming Email

    3 votes

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    2 comments  ·  Emails  ·  Admin →
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    Craig Gregory commented  · 

    Couldn't agree more easily miss client responses we've all got multiple cases on the go impractical to check this daily each day.

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    Craig Gregory commented  · 

    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.

    Craig Gregory supported this idea  · 

  5. Being able to send my own email templates form the notes section of the case within the summary screen

    2 votes

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    1 comment  ·  Emails  ·  Admin →
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    Craig Gregory commented  · 

    You can do this if you make your own templates in mail chimp?

  6. For port and top up cases, add a field for Loan number 1 and Loan 2 in the product information section if the additional product type has be

    7 votes

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    1 comment  ·  General  ·  Admin →
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    Craig Gregory supported this idea  · 

  7. Ability to control the salutation/name emails from the system get sent to

    6 votes

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    1 comment  ·  General  ·  Admin →
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    Craig Gregory supported this idea  · 

  8. ian@ridgewayfinance.com

    6 votes

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    1 comment  ·  General  ·  Admin →
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  9. Bulk Delete

    3 votes

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    2 comments  ·  Document Store  ·  Admin →
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    Craig Gregory commented  · 

    this would save so much time!!

  10. More obvious sign up button

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Craig Gregory shared this idea  · 

  11. client to enter their own solicitor details

    6 votes

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    0 comments  ·  Client Portal  ·  Admin →
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    Craig Gregory supported this idea  · 

  12. Some clients cant find Documents

    9 votes

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    0 comments  ·  Client Portal  ·  Admin →
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  13. Payment Shield Sourcing to pre pop email and phone number from fact find

    3 votes

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    0 comments  ·  Buildings & Contents  ·  Admin →
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    Craig Gregory supported this idea  · 

  14. 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  ·  Admin →
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    Craig Gregory supported this idea  · 

  15. Addtional remidner for rate ending

    2 votes

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    0 comments  ·  Emails  ·  Admin →
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  16. Cut the BS!

    3 votes

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    0 comments  ·  Suitability Report Generator  ·  Admin →
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    Craig Gregory supported this idea  · 

  17. Smartr ' Mortgage offer expiry date' reminder

    53 votes

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    started  ·  2 comments  ·  Workflow  ·  Admin →
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  18. Mortgage Annual Review

    3 votes

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    0 comments  ·  Workflow  ·  Admin →
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  19. Sender name for invitation email

    3 votes

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    0 comments  ·  Client Portal  ·  Admin →
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    Craig Gregory shared this idea  · 

  20. 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  ·  Admin →
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    Craig Gregory supported this idea  · 
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