238 results found
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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 -
Reminder contact email for when b&C renewals are close and same with protection side.
Reminder contact email for when b&C renewals are close and same with protection side.
1 vote -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
7 votes -
Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user
Ability to see a report of all Home Insurance cases which have policies ending in a specific future timeframe selectable by the user
1 vote -
Not proceeded with cases identifiable on case drop down
When in the case summary, at the moment when you click on the case arrow to bring up all cases, none of them show if they have been updated as not proceeding/abandoned. It would help if we could have a notification next to any case that is not proceeding as we have to click into them to see if they are current files.
1 vote -
Self Emloyed income tidy up
Please could the self employed sections be updated to reflect what is required by lenders:
For sole trader the only information required is net profit.
For LTD company directors it is more complicated: We need Profit (Gross & Net), salary and dividend
the other fields just complicate and confuse the issue. It is important to add a notes section to the self employed section (why is this missing?) for those times where something else is needed.2 votes -
Ability to gate user access with Experian credit searches
Ability to gate user access for Experian credit searches
1 vote -
Lock Fact find
Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).
1 vote -
Full Protection Fact Find
Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain
1 vote -
Ability to "sort" and "filter" in the Tasks view
Tasks are presented in date/time order. It would be useful to be able to sort alphabetically on the task title and the client name (and also to filter these). When there's a long list of tasks you have to look through them all to establish a set of similar tasks (that may be due on different days, but would be beneficial to do as a batch) and where one client may have multiple cases that have actions. Ability to assign priority would also be useful. There is a status column that has nothing populated in it - that would also…
1 vote -
Documents
I want to change the filing system so I can work and add documents in the correct order for compliance as the standard process is absolutely *****. Handed. can we please get something done as soon as possible? It's ridiculous this
1 vote -
MM Marco Maffei System Administrator 1.14.41.2887 New Case Logout HomeBuyer Hub Customer Support 50+ Suitability Report Template
how do I speak to IT,
1 vote -
Templates for Notes section
Templates for Notes section
1 vote -
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
10 votes -
Remo window reduction
Can we please reduce remo notifications to 4 months as 6 months is way too long before and window is not even open for PT's. This way client will receive more accurate notifications.
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?
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 -
Using applicant's preferred name
The fact find asks what the Applicants are knows as, yet, when automated messages are sent by the system, that name is not used. Many people choose not to use their first names so why can't the system address them by the name they prefer?
1 vote -
Customize workflow and tailor it
Ability to add individual workflows in workflow builder for each user rather than have the workflow applied to all users.
Also the ability to have an 'opt in' or out feature of the workflow for users to opt in or out when creating a case
1 vote -
Add "child" as category under Dependants
Under dependants add category for "Child" as we do not always know if son or daughter and are limited to the information we can ask for
1 vote
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