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5 results found

  1. Being able to upload .MSG to the document store

    34 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Wesley Ronayne commented  · 

    It would be very helpful if we could just frag and drop emails directly into the document store as a file type that is accepted.

  2. equity release fact find

    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
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    Wesley Ronayne commented  · 

    Would be very interested to see what we are looking to do with equity release as it will be different to how we complete residential mortgages.

  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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    Wesley Ronayne commented  · 

    One last thing which would be really beneficial especially when it comes to completing a suitability report. Can the system auto calculate the disposable income by drawing the figures from income and outgoings to create the disposable income.

  4. Document needs acknowledgement email template pop up

    33 votes

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    under review  ·  3 comments  ·  Document Store  ·  Admin →
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    Wesley Ronayne commented  · 

    Email a client when there is a document for them to accept receiving

  5. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Wesley Ronayne commented  · 

    We need the functionality to send emails from the system as well as keeping a record of the email thread.