Settings and activity

36 results found

1. Multiple Properties to one mortgage case

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 29, 2025

2. Joint borrower sole proprietor

   7 votes

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   JF FS supported this idea  ·  Jul 29, 2025

3. Porting Mortgage Case

   13 votes

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   2 comments  ·  General  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 29, 2025

4. ERC (early repayment charges) to be a token

   4 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 29, 2025

5. Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.

   3 votes

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   0 comments  ·  General  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Jul 29, 2025

6. Ability to "sort" and "filter" in the Tasks view

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   JF FS shared this idea  ·  Jul 29, 2025

7. Ability to search the notes section

   3 votes

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

8. Add filter for document types

   6 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

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

   9 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

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

    13 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

11. 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

12. 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

13. 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

14. 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

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

    18 votes

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

16. 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

17. 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

18. 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

19. 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

20. 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