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10 results found

  1. lender address book for points of contact and numbers

    32 votes

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    under review  ·  4 comments  ·  General  ·  Admin →
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    Kyle Johnson supported this idea  · 

  2. Case Requirements Box - Document Checklist

    54 votes

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    under review  ·  4 comments  ·  Workflow  ·  Admin →
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    Kyle Johnson supported this idea  · 

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

    94 votes

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    planned  ·  6 comments  ·  Fact Find » Commitments  ·  Admin →
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    Kyle Johnson commented  · 

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

    Kyle Johnson supported this idea  · 

  4. Income overview

    14 votes

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    under review  ·  2 comments  ·  Fact Find » Income  ·  Admin →
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    Kyle Johnson shared this idea  · 
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    Kyle Johnson commented  · 

    Notes section on income or additional information to add averages?

  5. Two way email integration

    143 votes

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    33 comments  ·  Emails  ·  Admin →
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    Kyle Johnson supported this idea  · 

  6. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Admin →
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    Kyle Johnson supported this idea  · 

  7. Optional Email Addresses for clients

    34 votes

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    under review  ·  1 comment  ·  Fact Find » Applicant Details  ·  Admin →
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    Kyle Johnson supported this idea  · 

  8. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Admin →
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    Kyle Johnson supported this idea  · 

  9. Universal Budget Planner for Mortgages & Protection

    80 votes

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    18 comments  ·  Protection  ·  Admin →
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    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

    Kyle Johnson supported this idea  · 
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    Kyle Johnson commented  · 

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

  10. Add attachments to application updates

    28 votes

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    under review  ·  1 comment  ·  Emails  ·  Admin →
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    Kyle Johnson supported this idea  ·