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3 results found

  1. Two way email integration

    144 votes

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    33 comments  ·  Emails  ·  Admin →
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    Thora Kehoe Adviser commented  · 

    Ability to send emails to multiple clients

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    Thora Kehoe Adviser commented  · 

    Ability to filter client list and send a bulk email to selected clients

  2. Multiple FactFind Applicants

    131 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Thora Kehoe Adviser commented  · 

    Ability to add more than 2 people to a case, at least up to 4

  3. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  Admin →
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    started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

    Hi all,

    We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.

    Please speak to your CS rep or keep an eye out for more information.

    Thanks,

    The Product Team

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    Thora Kehoe Adviser commented  · 

    Fact Find - Budget Planner