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19 results found

  1. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  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. supported this idea  · 

  3. Document Store- newest to oldest filter

    29 votes

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    planned  ·  4 comments  ·  Document Store  ·  Admin →
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    Wesley Ronayne. shared this idea  · 
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    Wesley Ronayne. commented  · 

    Be able to order documents in the Document store in alphabetical order.

  4. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
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    Wesley Ronayne. commented  · 

    Having an signature feature for clients to sign documents via Smartr365.

    Wesley Ronayne. supported this idea  · 

  5. 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

    Wesley Ronayne. supported this idea  · 

  6. New Leads From QR Codes need to have a notification

    55 votes

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    planned  ·  7 comments  ·  Notifications  ·  Admin →
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    Wesley Ronayne. supported this idea  · 
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    Wesley Ronayne. commented  · 

    • There was an email notification when leads are referred, sometimes if the system has logged out and we didn’t realise it can leave leads sat there for far longer than I am happy with

  7. Add Feudal as a Tenure option for properties in Scotland

    12 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  8. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Admin →
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    Wesley Ronayne. commented  · 

    Have the ability to create a check list that can be ticked off as the steps have been completed

    Wesley Ronayne. supported this idea  · 

  9. Compliance Module

    28 votes

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    under review  ·  0 comments  ·  General  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  10. Put an LTV calculator in the mortgage factfind

    28 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  11. Include Broker fee and solicitor fees on the dashboard

    44 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  12. Multiple FactFind Applicants

    128 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  13. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  14. 1 click recent clients

    62 votes

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    under review  ·  1 comment  ·  Cases View  ·  Admin →
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    Wesley Ronayne. supported this idea  · 

  15. 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. shared this idea  · 

  16. Give clients the ability to add a second applicant themselfs on the client portal

    58 votes

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    planned  ·  1 comment  ·  Client Portal  ·  Admin →
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    Wesley Ronayne. commented  · 

    the ability for clients to refer new leads through their portal

    Wesley Ronayne. supported this idea  · 

  17. Revamp of Dashboard

    37 votes

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    planned  ·  1 comment  ·  Dashboard  ·  Admin →
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    Wesley Ronayne. commented  · 

    ability to customise the dashboard

  18. lender address book for points of contact and numbers

    31 votes

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    under review  ·  4 comments  ·  General  ·  Admin →
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    Wesley Ronayne. shared this idea  · 

  19. Restrict certain kanban stages to specific users/teams

    16 votes

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    under review  ·  2 comments  ·  Workflow  ·  Admin →
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    Wesley Ronayne. shared this idea  ·