Settings and activity

92 results found

1. Customisable workflows with Tasks

   76 votes

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   6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   We are currently live testing a version of custom workflow and tasks and have received some valuable feedback through this process.

   
   

   We intend to roll this out further to a limited number of firms shortlly.

   
   

   Then wider for all.

   Matthew Preston supported this idea  ·  Nov 15, 2021

2. Text or email notifications for New leads or documents up loaded

   24 votes

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   under review  ·  3 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Nov 15, 2021

3. Introducer reports that can generate a PDF report

   21 votes

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

4. Other income to pull through to 27tec

   13 votes

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

5. To have the ability to show only today and overdue tasks rather than your whole calender on the screen

   22 votes

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

6. Time in Employment

   17 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Nov 15, 2021

7. Put an LTV calculator in the mortgage factfind

   29 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Nov 15, 2021

8. Amend policy numbers/ mortgage account numbers after marked completed

   26 votes

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   under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Nov 15, 2021

9. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

   70 votes

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   2 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   started  ·  AdminAnonymous (Admin, smartr365) responded

   In testing.

   Matthew Preston supported this idea  ·  Nov 15, 2021

10. Estate Agent and Solicitor on Summary Screen

    46 votes

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    planned  ·  2 comments  ·  Fact Find » summary  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Aug 16, 2021

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

    12 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Aug 3, 2021

12. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 12, 2021

13. UNABLE TO REACH CLIENT as an option for NPW

    27 votes

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    planned  ·  4 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 12, 2021

14. Please amend form Remortgage to correct type of case as a Product Transfer

    14 votes

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    under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 12, 2021

15. Option Are you on electoral roll?

    28 votes

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    under review  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 12, 2021

16. equity release fact find

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    29 votes

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    under review  ·  3 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 12, 2021

17. Ability to add more than one bank account in the banking section

    14 votes

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    under review  ·  1 comment  ·  Fact Find  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Jul 12, 2021

18. Task without having a live case on file

    21 votes

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    under review  ·  0 comments  ·  Tasks  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 18, 2021

19. Outlook Calendar integration

    26 votes

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    planned  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 18, 2021

20. Include Broker fee and solicitor fees on the dashboard

    45 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  May 18, 2021