Skip to content
← Have an idea? Share it!

Settings and activity

19 results found

  1. Display kanban by case not client

    66 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  3 comments  ·  Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  2. equity release fact find

    29 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  3. Document Store- newest to oldest filter

    30 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  4 comments  ·  Document Store  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. shared this idea  · 
    An error occurred while saving the comment
    Wesley Ronayne. commented  · 

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

  4. Electronic signatures

    85 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Suitability Report Generator  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    18 comments  ·  Protection  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    started  ·  7 comments  ·  Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 
    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  8. Case Requirements Box - Document Checklist

    56 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  4 comments  ·  Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  10. Put an LTV calculator in the mortgage factfind

    31 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  11. Include Broker fee and solicitor fees on the dashboard

    45 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  12. Multiple FactFind Applicants

    131 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  13. Two way email integration

    144 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    33 comments  ·  Emails  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  14. 1 click recent clients

    64 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  1 comment  ·  Cases View  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. supported this idea  · 

  15. Document needs acknowledgement email template pop up

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  3 comments  ·  Document Store  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. shared this idea  · 

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

    61 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  1 comment  ·  Client Portal  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Wesley Ronayne. commented  · 

    the ability for clients to refer new leads through their portal

    Wesley Ronayne. supported this idea  · 

  17. Revamp of Dashboard

    39 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    planned  ·  1 comment  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Wesley Ronayne. commented  · 

    ability to customise the dashboard

  18. lender address book for points of contact and numbers

    33 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  4 comments  ·  General  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. shared this idea  · 

  19. Restrict certain kanban stages to specific users/teams

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  2 comments  ·  Workflow  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Wesley Ronayne. shared this idea  ·