Settings and activity

30 results found

1. Ability to search the notes section

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   0 comments  ·  Fact Find » Other  ·  Edit…  ·  Delete…  ·  Admin →
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   JF FS shared this idea  ·  Jan 15, 2025

2. Add filter for document types

   5 votes

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   planned  ·  2 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jan 15, 2025

3. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

   7 votes

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   0 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jan 15, 2025

4. Occupiers over 17 – there is no section for this information.

   12 votes

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   under review  ·  0 comments  ·  Fact Find  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jan 15, 2025

5. Document labelling

   5 votes

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   0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   JF FS shared this idea  ·  Jan 2, 2024

6. Review & Filter Protection referrals

   29 votes

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   under review  ·  4 comments  ·  Protection  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Oct 20, 2023

7. Bank Statements - Separate Personal / Business

   21 votes

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   under review  ·  0 comments  ·  Document Store  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Oct 26, 2022

8. Search notes

   17 votes

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   planned  ·  1 comment  ·  Notes  ·  Delete…  ·  Admin →
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   JF FS shared this idea  ·  Jun 22, 2022

9. Identify who the note is for: client, solicitor, lender without having to scroll through the whole list

   17 votes

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   under review  ·  0 comments  ·  Notes  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jun 22, 2022

10. Important notes

    46 votes

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    planned  ·  2 comments  ·  Notes  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jun 22, 2022

11. Document Store- newest to oldest filter

    30 votes

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    planned  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jun 20, 2022

12. 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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    JF FS supported this idea  ·  Jun 20, 2022

13. 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.

    JF FS supported this idea  ·  Mar 1, 2022

14. Automated tasks

    41 votes

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    started  ·  5 comments  ·  Cases View  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Nov 12, 2021

15. Download all button document store

    72 votes

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    under review  ·  4 comments  ·  Document Store  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Nov 12, 2021

16. Multiple FactFind Applicants

    129 votes

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    planned  ·  23 comments  ·  Fact Find » Applicant Details  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  May 17, 2021

17. 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  ·  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

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    JF FS commented  ·  Jan 6, 2021  ·  Edit…  ·  Delete…

    OUr complilance review have requested that the Disposable income be a visable figure on the Fact Find

    Save Submitting...
    JF FS supported this idea  ·  Jul 24, 2020

18. BTL portfolio totals

    52 votes

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    planned  ·  1 comment  ·  Fact Find » Existing Properties  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jan 6, 2021

19. Mortgage Fees being added to the loan

    14 votes

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    under review  ·  0 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jan 6, 2021

20. 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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    JF FS supported this idea  ·  Jan 6, 2021