274 results found
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having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
11 votes -
new job, make previous job an automatic drop into employment history
CHANGE SYSTEM - when new job keyed, automatically make the former drop into employment history
10 votes -
Remortgage an unencumbered property
Dear Team,
Could you please design your system is a way that it won't ask unrelated questions:
I am working on a mortgage case where the property is mortgage free and we are raising equity. When I select at the mortgage section that it is a remortgage, the system assumes that the client has a mortgage already and asking me to put a figure in when I am submitting the ENBS otherwise leaving this blank it won't let me submit the ENBS.
I think the best solution would be to create an option as Remortgage-unencumbered property to raise capital so…6 votes -
Solar panel questions in factfind
Solar panel questions are coming up more regularly now when seeking lenders, it would be ideal to have a couple of questions on solar panels in the property section of the factfind, e.g Does your home have solar panels, if yes are they leased or owned, are they certified etc
5 votes -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
5 votes -
Having a total for the credit commitments , that is seperate form the disposable out goings
this way i can see a fast total of how much credit they have outstanding.
3 votes -
Having admin attached to a case
Having admin attached to a case , the same way a mortgage adviser is
3 votes -
To add different parts to the same mortgage
When are you going to change the mortgage section so you can record different parts of the same mortgage onto one record. As you know many clients have 2,3,4 parts to their mortgage that have different loan amounts, rates, terms etc. The current system for doing this is useless.
2 votes -
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
3 votes -
Property Portfolio
On the Property portfolio screen, can you show property value, mortgage balance, monthly mortgage payments and rental income without having to go into each individual property. Also, if you can summarise the total value of the properties, total value of mortgage balances this would be extremely helpful when keying BTL mortgage applications.
2 votes -
Property Portfolio
On the existing properties page, I would like to see a summary of the portfolio without having to click into each property individually. When submitting any case where the applicants own more than 1 property we are required to provide details of the portfolio i.e mortgage balances outstanding, value of the properties, mortgage liabilities and rental income. So being able to see all of those figures, and a total at the bottom of the screen would significantly increase the time it takes me to submit cases.
6 votes -
Only send renewal emails on cases that are at remortgage status.
Only send renewal emails on cases that are at remortgage status. We do have remortgage cases where the clients contact us prior to the renewal email going out. If we then change the status of the case from remortgage to something else,this indicates that we are already dealing. The system should look at the case status, as well as the remortgage contact date.
3 votes -
2 votes
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ONS integration with budget planner
It would be beneficial for the budget planner to integrate with ONS data, enabling it to generate estimated living costs tailored to the number of applicants and their financial dependents.
2 votes -
Change time to remortgage email to have more uniform/consistent font sizes and style
Change time to remortgage email to have more uniform/consistent font sizes and style
1 vote -
Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.
Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.
4 votes -
Emails sent by system to show in notes tab like they used to be.
Bring back the note to confirm what emails have been sent automatically but the system. I chased helpdesk to see where they had gone and received this back .
From speaking with my team, they mentioned that the time to remortgage emails trail may have previously appeared in the notes section but this has not been the case for several months now. Currently on the system there is nowhere where we store a trace of the time to remortgage email that gets sent out, the best (and only current) way to track this would be by checking your own email…
2 votes -
New cases - too easy to lose data input
Stop the way, that if you click anywhere outside the data entry screen when inputing new clients/cases you lose everything and you have to start again. It should stay open and have a next or cancel button.
2 votes -
ability to filter Document store files by uploaded by client versus adviser
ability to filter Document store files by uploaded by client versus adviser
1 vote -
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
1 vote
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