Settings and activity

27 results found

1. 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

2. 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

3. 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

4. Search notes

   16 votes

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

5. 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

6. 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

7. Document Store- newest to oldest filter

   29 votes

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

8. 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

9. Customisable workflows with Tasks

   76 votes

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   started  ·  6 comments  ·  Workflow  ·  Delete…  ·  Admin →
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   JF FS supported this idea  ·  Mar 1, 2022

10. 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

11. Download all button document store

    71 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

12. Multiple FactFind Applicants

    128 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

13. 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

    An error occurred while saving the comment
    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

14. BTL portfolio totals

    50 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

15. 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

16. 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

17. Allow tokens to be deleted before preview or finalise

    18 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

18. Suitability Letter - Add multiple products, and joint and single applicants

    35 votes

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    started  ·  3 comments  ·  Suitability Report Generator  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jan 6, 2021

19. Multiple products on a mortgage

    92 votes

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    planned  ·  18 comments  ·  Fact Find » New Mortgages  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Oct 30, 2020

20. Pre-Filled Categories

    35 votes

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    planned  ·  5 comments  ·  Fact Find » Expenditure  ·  Delete…  ·  Admin →
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    JF FS supported this idea  ·  Jul 29, 2020