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9 results found

  1. Integration with a text messaging service

    32 votes

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    under review  ·  7 comments  ·  Emails  ·  Admin →
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    Daniel Hill supported this idea  · 

  2. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Admin →
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    Daniel Hill supported this idea  · 

  3. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Daniel Hill supported this idea  · 

  4. 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

    Daniel Hill supported this idea  · 

  5. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    94 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Daniel Hill supported this idea  · 

  6. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    Daniel Hill supported this idea  · 

  7. Suitability Letter - Add multiple products, and joint and single applicants

    36 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Admin →
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    Daniel Hill supported this idea  · 

  8. Review & Filter Protection referrals

    29 votes

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    under review  ·  4 comments  ·  Protection  ·  Admin →
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    Daniel Hill supported this idea  · 

  9. tags for linked clients on case view

    22 votes

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    planned  ·  0 comments  ·  Cases View  ·  Admin →
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    Daniel Hill shared this idea  ·