Settings and activity

59 results found

1. Prompt for 3 addresses in history

   30 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Mar 18, 2024

2. Display dependent age not years still dependent

   42 votes

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   planned  ·  0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Mar 18, 2024

3. Add living with partner to Fact Find

   13 votes

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   planned  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Mar 18, 2024

4. Add option for Unencumbered properties

   31 votes

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   under review  ·  1 comment  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Mar 18, 2024

5. Ability to insert headers and footers on the Suitability Letter templates

   27 votes

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   started  ·  0 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Oct 25, 2023

6. Select All Option for Bulk email

   15 votes

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   under review  ·  0 comments  ·  Emails  ·  Delete…  ·  Admin →
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7. Multiple products on a mortgage

   92 votes

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   planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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   Martin Parkin supported this idea  ·  Sep 24, 2020

8. Task Due Notifications

   41 votes

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   under review  ·  2 comments  ·  Tasks  ·  Delete…  ·  Admin →
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   Martin Parkin shared this idea  ·  Sep 24, 2020

9. Time in Employment

   14 votes

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   under review  ·  0 comments  ·  Fact Find » Income  ·  Delete…  ·  Admin →
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   Martin Parkin shared this idea  ·  Aug 14, 2020

10. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Jun 24, 2020

11. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Jun 2, 2020

12. 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

    Martin Parkin supported this idea  ·  Jun 2, 2020

13. 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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    Martin Parkin supported this idea  ·  Jun 2, 2020

14. Two way email integration

    143 votes

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    planned  ·  32 comments  ·  Emails  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Jun 2, 2020

15. 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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    Martin Parkin supported this idea  ·  Jun 2, 2020

16. Electronic signatures

    83 votes

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    under review  ·  2 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  Jun 2, 2020

17. Ability to set diary entries via Smartr

    24 votes

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    under review  ·  2 comments  ·  General  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  May 26, 2020

18. Display kanban by case not client

    66 votes

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    started  ·  3 comments  ·  Workflow  ·  Delete…  ·  Admin →
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    Martin Parkin supported this idea  ·  May 26, 2020

19. 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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    Martin Parkin supported this idea  ·  May 26, 2020