Settings and activity

92 results found

1. Valuation Fee to be added to FF

   11 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

2. Removal of the questions relating to procuration fee on client Factfind

   23 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

3. Being able to put a negative figure in the self employed profit boxes. the field needs to accepted a - or ( )

   14 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

4. Income overview

   12 votes

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   under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

5. Select All Option for Bulk email

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

6. Document Store- newest to oldest filter

   29 votes

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   planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

7. Add Trust as a label with the Protection Document store

   12 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   started  ·  AdminTest B2B Adviser (Admin, smartr365) responded

   Hi all,

   
   

   This change has been started and will be delivered in January.

   
   

   Thanks,

   
   

   Brooke

   Matthew Preston supported this idea  ·  Jan 16, 2022

8. Smartr ' Mortgage offer expiry date' reminder

   51 votes

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   under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Jan 16, 2022

9. Dashboard figures to show current month and not last 31 days

   21 votes

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   under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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   Matthew Preston commented  ·  Jan 16, 2022  ·  Edit…  ·  Delete…

   Current month and last month

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   Matthew Preston supported this idea  ·  May 18, 2021

10. Create an Automated Protection Review Task/Reminder

    13 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Matthew Preston shared this idea  ·  Jan 16, 2022

11. Add a field for the number of bathrooms in the property

    23 votes

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    planned  ·  1 comment  ·  Buildings & Contents  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jan 16, 2022

12. Multiple products on a mortgage

    93 votes

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    planned  ·  19 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston commented  ·  Jan 6, 2022  ·  Edit…  ·  Delete…

    Completely agree with Sarah's comment

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    Matthew Preston commented  ·  Sep 26, 2020  ·  Edit…  ·  Delete…

    Mortgage sub accounts are needed

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    Matthew Preston supported this idea  ·  Sep 9, 2020
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    Matthew Preston commented  ·  Aug 5, 2020  ·  Edit…  ·  Delete…

    On existing properties - ability to add multiple mortgage details onto 1 property.

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13. Confidential Cases - restricting access

    46 votes

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    planned  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

14. More Efficient Remortgage Management

    18 votes

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    under review  ·  1 comment  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

15. Remove need to add an email address for second client

    26 votes

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    under review  ·  1 comment  ·  Client Portal  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

16. Meeting dates & Mode of meeting

    25 votes

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    under review  ·  1 comment  ·  Cases View  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

17. Managing Introducers

    12 votes

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    under review  ·  0 comments  ·  Introducers  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

18. Ability to see how long a case has been at a particular stage

    12 votes

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    under review  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

19. Additional stages in the Kanban

    21 votes

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    under review  ·  2 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021

20. Completed cases stay showing in the Kanban until proc fee is marked as paid

    36 votes

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    planned  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Nov 15, 2021