290 results found
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CUT OUT DOUBLE KEYING
CUT OUT THE NEED TO DOUBLE KEY
1 vote -
portfolio clint
Excel spreadsheet for portfolio property to be print off for lender.
1 vote -
All to add another fee type or buyer type
We need another field where a fee/invoice date/paid date that can be linked to a client for a flat fee that isn't linked to either a mortgage or protection sales. We offer some mortgage-related services and referrals that involve a flat fee being paid and so we need this linked to the client, without having to put a mortgage/protection case live.
1 vote -
Premium frequency reporting
When running reports for Home Insurance, or Protection insurance that has been written, the report doesn not confirm whether the premium is paid monthly or Annually. For any home insurance policies that are written with a monthly premium we are required to report this to the FCA when completing our Reg Data returns. This would be extremely useful for the report to pick up whether the premium is paid monthly or annually.
3 votes -
Move and Legal as Conveyancing options
Move and Legal as Conveyancing options
1 vote -
Have Sort Refer as a conveyancing option
Have Sort Refer as a conveyancing option
1 vote -
Admin Assistant email signature
When an admin assistant sends an email, system generated or not include a footer that mentions that the email was sent by the admin on behalf of the adviser.
E.g.
Many thanks,
John Smith (admin assistant) on behalf of your adviser Jane Doe5 votes -
Service Charge needs to be clearly requested in Expenditure AND used in the financial overview
service charge is not deducted in financial overview neither is it clearly shown under expenditure, but this is a sizeable outgoing!
1 vote -
New Mortgage Loan Amount for Remortgage Application
new mortgage requirement for remortgage application. There must be an option to include new mortgage loan amount. Currently the option on smartr365 is outstanding loan amount. Generally, if client wish to reduce loan with some additional payment.The outstanding loan amount will be different from new loan amount.
7 votes -
Select development as a product type, with sub headings for cost of works/ GDV.
Select development as a product type, with sub headings for cost of works/ GDV.
1 vote -
Rolled or Retained Interest is not an option as a payment type
Rolled or Retained Interest is not an option as a payment type
1 vote -
add refinance as the repayment vehicle
add refinance as the repayment vehicle
1 vote -
Remortgage opportunities
It would be great if we were able to click on the client's name in this month's remortgage opportunities and it then take us directly to the client's profile. Ideally their summary page
1 vote -
Follow Up Dates
When we do a completion we were told that the follow up date needs to read the same as the remortgage contact date when you go to input the follow up date it defaults to the 1st of January of that year and then you have to scroll across to the right month, can this be looked at so we can just copy and paste the remortgage contact date from the bottom to the follow up date
1 vote -
Notes
Is there anyway that we can have a facility on the notes section which means that you can just filter it to read your notes and not all notes from everyone that has been in the case
1 vote -
Title on Case Summary
Please could you include the clients title on the case summary page so we know if its a Mr/Mrs/Miss or Ms
1 vote -
Task View
Task - New task View - Active task no longer visible when you open the task bar. This is not how we work here at KFH. Not suitable for us.
1 vote -
Separation and Section in the Notes
system allowed us to have these sections and was very efficient on the admin side. Otherwise notes can get confusing.
Separation in the notes to allow it to be in sections
1 vote -
Fact Find Button is too easy to press by Accident
invite button to the portal is for example when sending a Factfind, but this happens at any stage when sending invites to the clients for the portal. It is easy to do by accident and isn’t something that can be taken back.
1 vote -
Specific customer data pulls
We need to access specific reports for our data that we can select the field and the dates required.
1 vote
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