Settings and activity

11 results found

1. lender address book for points of contact and numbers

   31 votes

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   under review  ·  4 comments  ·  General  ·  Delete…  ·  Admin →
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   Kyle Johnson supported this idea  ·  Apr 28, 2021

2. Case Requirements Box - Document Checklist

   54 votes

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   under review  ·  4 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   Kyle Johnson supported this idea  ·  Apr 28, 2021

3. 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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   Kyle Johnson commented  ·  Feb 11, 2021  ·  Edit…  ·  Delete…

   Credit commitments summary should show whether the debt is a credit card/loan/hp etc.

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   Kyle Johnson supported this idea  ·  Feb 11, 2021

4. Income overview

   11 votes

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   under review  ·  2 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Kyle Johnson shared this idea  ·  Jul 15, 2020
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   Kyle Johnson commented  ·  Jul 15, 2020  ·  Edit…  ·  Delete…

   Notes section on income or additional information to add averages?

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5. Two way email integration

   142 votes

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   planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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   Kyle Johnson supported this idea  ·  Jul 15, 2020

6. Ability to set diary entries via Smartr

   24 votes

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   under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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   Kyle Johnson supported this idea  ·  Jul 15, 2020

7. 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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   Kyle Johnson supported this idea  ·  Jul 15, 2020

8. Multiple FactFind Applicants

   128 votes

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   planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Kyle Johnson supported this idea  ·  Jul 15, 2020

9. Choose FactFind sections to show in Client Portal

   126 votes

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   planned  ·  17 comments  ·  Client Portal  ·  Delete…  ·  Admin →
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   Kyle Johnson supported this idea  ·  Jun 2, 2020

10. 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

    Kyle Johnson supported this idea  ·  Jul 15, 2020
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    Kyle Johnson commented  ·  May 30, 2020  ·  Edit…  ·  Delete…

    A snap shot of the clients basic income, bonus, commission etc. without having to go into the employment details and scroll down.

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11. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Delete…  ·  Admin →
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    Kyle Johnson supported this idea  ·  Apr 28, 2020