Settings and activity

93 results found

1. Display kanban by case not client

   66 votes

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   started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 19, 2020

2. Optional Email Addresses for clients

   34 votes

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   under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 19, 2020

3. Universal Budget Planner for Mortgages & Protection

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   80 votes

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   18 comments  ·  Protection  ·  Delete…  ·  Admin →
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   started  ·  AdminBrooke Lowry (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

   Matthew Preston supported this idea  ·  May 19, 2020

4. Add Partnership to Self Employment Type

   16 votes

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   planned  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 19, 2020

5. Choose Client Portal sections to show in Client Portal

   126 votes

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   started  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 19, 2020

6. Ability to download log of acknowledged documents

   28 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 19, 2020

7. Electronic signatures

   83 votes

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   under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  May 19, 2020

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

   93 votes

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   planned  ·  6 comments  ·  Fact Find » Commitments  ·  Delete…  ·  Admin →
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   Matthew Preston shared this idea  ·  Apr 16, 2020

9. tags for linked clients on case view

   22 votes

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   planned  ·  0 comments  ·  Cases View  ·  Delete…  ·  Admin →
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   Matthew Preston supported this idea  ·  Apr 16, 2020

10. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Matthew Preston shared this idea  ·  Apr 10, 2020
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    Matthew Preston commented  ·  Apr 10, 2020  ·  Edit…  ·  Delete…

    Expenditure on the Fact Find should be pre-filled with categories e.g. food, council tax etc. As currently, customers just bypass it and miss it out.

    Save Submitting...

11. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 10, 2020

12. fact find commitment and expenses

    13 votes

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    planned  ·  1 comment  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Matthew Preston supported this idea  ·  Apr 9, 2020

13. Dashboard Drop Down Options

    21 votes

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    under review  ·  0 comments  ·  Dashboard  ·  Delete…  ·  Admin →
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    Matthew Preston shared this idea  ·  Apr 9, 2020