317 results found
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Ability to set diary entries via Smartr
Ability to set diary entries via Smartr
Book meetings in calendars/ have visibility over advisers calendars
26 votes -
new seller category
in the fact find it asks who the seller is. i.e local auth, normal, coal authority. can we have one for family?
1 vote -
Summaries in Credit commitment sections
A total summary at the bottom of the credit commitments section. When we calculate the affordability on mortgages, we will usually be asked for 1) total credit card balance and 2) total monthly payments on loans/HPPs. Therefore it would be great in the commitment section if, below the 'amount standing' and 'monthly payment' fields, there was a field that said the total amount for each. This would save us having to get a calculator out and adding up all of the commitments together. thanks
1 vote -
Comment box in Self Employed section
Please can you put a comment or note box in the self employed section. There is one for the employment section but not one for the self employment section. This is required to note down any complex self employed incomes (for example foreign currency, overseas companies etc)
1 vote -
Student loan payments triple counted
Student loan payments are requested three times on Smartr - in the Income Section under payslip deductions, in the Expenditure Section and in Credit Commitments. So potentially it is triple counted as an outgoing.
Clients wouldn't know to only list it once, so how do you expect us to save time by getting the client to fill in information on Smartr, when we then have to go in and check everything and correct to make it right? It's quicker for us to do it right in the first place and the risk of errors is so much higher if they…
1 vote -
Add applicants surname and other details to case heading
Currently we can see the applicants first names on the case heading at the top, this is great but can we please have the applicants surnames, DOBs and current residential address too? This will save us having to siwtch between different screens to find this basic information out. thanks
0 votes -
Reporting on Employment type
Can we enable reporting on employment type?
0 votes -
Search enhancement
search using a limited company name for BTL mortgages instead of borrower name.
It makes it difficult remembering borrower names and best to search for SPV name instead
0 votes -
Vulnerability/Tailored Support Section
- Is there a way we can a Vulnerability section when completing a customer Fact Find and this can pull through to the next sections such as the protection and suitability letter.
0 votes -
Problem with Saving Passport and Employment Information
We are facing an issue when entering the Passport Number and Issuing Country. The system does not allow the client to save the data after these fields are filled. Additionally, at times the system also does not allow entry of current employment details.
0 votes -
Email Preview
Show a preview of the email before it is sent
0 votes -
Ability to download notes as part of Fact-find download
Ability to have notes downloaded as well as part of the Fact-find that is downloadable
0 votes -
Solicitors
It would be useful to be able to see full solicitors details on the case including postal address
0 votes -
Whatsapp intergration and back and forward button for cases
hi two things I would love.
On a case summary having a button that allows me to either send a whattsapp message direct to the client that then auto loads into notes.
Secondly a next and previous button on the case summary so I can move between cases.0 votes -
Notifications
- Notifications not opening task itself, but just tasks section
- Mark all as read works opposite way and marking all UNREAD
0 votes -
a
Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered
0 votes -
income summary
i would love for the income page to show the gross income without having to open it all up :)
0 votes
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