237 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
4 votes -
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.
3 votes -
Building in a soft phone systems your clients with S365 that record meetings and transcripts
Building in a soft phone systems your clients with S365 that record meetings and transcripts
2 votes -
ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
4 votes -
Search bar to able to differentiate between Case ID and mobil number.
Search bar to able to differentiate between Case ID and mobil number.
2 votes -
Solicitor details on Summary page
For a Mortgage - please display the solicitor details on the case summary page. This would save the administrator having to go into the case to find the details when chasing mortgage cases. Thank you
4 votes -
Adding Wills as its own tab ( like protection and B&C) in Smartr365
Adding Wills as its own tab ( like protection and B&C) in Smartr365
2 votes -
Multiple Properties to one mortgage case
We would like to be able to add more than 1 property address within a mortgage case.
We action portfolio mortgages with multiple under one mortgage2 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.
2 votes -
Ability to change the Pre-Set Remortgage Contact Dates
Introduce the ability for advisors to customise the pre-set remortgage contact dates. This feature would allow advisors to set a preferred timeframe for all remortgage contact dates relative to the remortgage date.
By enabling this customisation, aim is to reduce the need for manual adjustments, currently set to 6 months, streamlining the process for advisors.
12 votes -
Date Moved to Address *
Please can we remove the feature on the address history section where it makes you put the date they moved into their current property, this is not needed and we often find we are needing to put a random date just to be able to save their current address.
1 vote -
Report query
When generating reports, the dates should be based on the completion date rather than the when the status was changed to completed otherwise it's completely pointless having a completion date tab. This has caused huge problems for us.
2 votes -
Mortgage NPW - drop down added option
Please add options for, 'Mortgage redeemed' and 'client not responding' 'client arranged directly'
1 vote -
Will and POA questions
I think the Consumer Duty questions eg. Will and Power of Attorney should be on the firt Factfind page rather than lost in Protection
1 vote -
Add our own Case Statuses
Option to add our own case statuses and display/edit these directly in Workflow Builder
2 votes -
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
1 vote -
Porting Mortgage Case
Mortgage Porting Case
The ability on a mortgage case to have the details of the rate being ported and balance etc showing in addition to the new top up rate all under one case13 votes -
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one to select multiple cases
1 vote -
Add Sort Refer into Smartr365
Adding Sort Refer to Smartr365 because I prefer SortRefer because it offers more than just conveyancing—it provides access to a wider range of services such as surveys, valuations, and wills, which makes it a versatile platform to support different client needs. I also like the flexibility around referral fees, which can be tailored on a case-by-case basis, and the added benefit of their loyalty scheme that rewards brokers for activity. Features like the “no completion, no fee” policy and the Second Search Promise give both me and my clients extra peace of mind, while the case tracking tools and dedicated…
1 vote -
County to pre populate in the property address, as this errors when trying to do B&C if not pre populated
County to pre populate in the property address, as this errors when trying to do B&C if not pre populated
1 vote
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