193 results found
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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.
11 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
3 votes -
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 case11 votes -
ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
2 votes -
Being able to lock down specific cases from admin
Being able to lock down specific cases from admin, Eg if I have my personal mortgage on the platform I don't want anyone to see this,
2 votes -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
5 votes -
mortgage term should reduce
Mortgage term to reduce on mortgages. The term currently remains static, so when you key the term it never changes. Could the term be automatically reduced so that in 2 years time the term remaining has reduced by 2 years? Thanks
9 votes -
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date
4 votes -
More than 2 applicants
Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.
8 votes -
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a stanard residential and remo.
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a standard residential and remo.
2 votes -
Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
2 votes -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
3 votes -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
3 votes -
Including pension income into financial overview
One thing that isn't included within financial overview is a persons retirement income?
1 vote -
Bespoke System
Can the Smartr system be made bespoke specific to each firm. For example we do not deal with investment advice nor pension advice and we dont recommend Payment shield. Can these choices and tabs be removed from our system?
1 vote -
Suitability letter Improvements
When will you please add the Demands and needs boxes to be pasted automatically into the Reasons why letter?This has been asked for numerous times
1 vote -
List of Providers on Committment list
Can you please look at an ability to add a bespoke list of Loan companies and HP Companies/credit cards in the committment list rather than having to choose OTHER and add them each time
1 vote -
Gross/Net Proc Fees
You must have two coloumns in the proc fees. Gross as per the offer, Retention by the Club and the Net Recd. In this way at the end of the year we can see how much retention we have paid to the club/s as many clubs share 50% of the retention at the end of the year.
4 votes -
Living With Family - Address History Dropdown
Living with family in address history
2 votes -
Specified Notes
In the notes section could you add something so we could specify what the not relates to. For example i like to know if the note relates to a solicitor, lender or the customer. I currently write at the beginning of the note CUSTOMER , SOLICITOR or LENDER - so when i am searching my notes i can see the notes i need to but thought it would make it easier if we could tag the note somehow.
1 vote
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