339 results found
-
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 -
ALL Tab to be added
Can an ALL tab be added along the choices next to Mortgage / Protection / General Insurance etc... so that when searching a clients name, regardless of what category of business they have, the name appears as this function seems to have recently been removed?? Previously when any name was searched under the Mortgage tab, the clients business with us appeared
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)
2 votes -
Fix the search bar
I have no idea what you have changed in regards to searching clients but when I now type in a client surname they are not appearing, are you aware of this issue and if you are when will it be rectified as I cannot complete cases which is very frustrating
1 vote -
Having admin attached to a case
Having admin attached to a case , the same way a mortgage adviser is
6 votes -
Date of Ownership
Date of Ownership - this should be pre-filled into Existing Property when completed to avoid re-typing.
2 votes -
Complaint
Complaint: when I try to enter the mortgage lender in the product information screen the whole system freezes
1 vote -
add 'not applicable' to Constituent Country
Have an option for 'not applicable' under 'consituent country'. The reason why is because we deal with lots of expats and applicants living overseas. Therfeore if I accidently click England for example its then stuch there and I have no way of removing it, even if the applicant is living in Japan.
1 vote -
Home Insurance Overview
On Home insurances cases, on the case summary in the overview can you show if a policy is standard or accidental so we do not need to click into the edit section just to see this.
1 vote -
Second Charge
Add second charge loan amount to outstanding balance on Existing Properties screen
1 vote -
Improvement to the Credit Report Feature
The credit file also uploads the monthly payments and can also notify us if there is adverse credit present too?
1 vote -
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
2 votes -
tasks
can you stop tasks defaulting to "all" every time you click on tasks, and go back to "today" please.
1 vote -
Save Estate Agents and their information as part of a dropdown selection
Save Estate Agents and their information as part of a dropdown selection - similar to the way it currently works for new solicitors that are added onto a case.
This will make it easier and save time if an input estate agent is the same on multiple different cases rather than having to key it in manually each time
1 vote -
Having a way to filter on the completion date from the summary screen.
Having a way to filter on the completion date from the summary screen.
2 votes -
Yoti - Include the selfie the client takes of themselves in the verified document too.
Yoti - Include the selfie the client takes of themselves in the verified document too.
2 votes -
Type of the Purchase drop down options are too specific or may need more guidance on what each is
EG On many lender systems, “local authority purchase” usually just means you’re buying directly from a council or other public body rather than from a private seller. So examples of accepted descriptions are:
Purchase – Local Authority
Right to Buy Purchase
Sitting Tenant Purchase
Council Property PurchaseThose are the kinds of phrases you’d normally see.
1 vote -
Client portal - the seller option in the drop down are too specific for a client to understand.
The seller drop down option in the FF need to be more generic or with a description, E.G. normal seller is a person to person sale. Builder developers is a new build etc.
1 vote -
Remortgage an unencumbered property
Dear Team,
Could you please design your system is a way that it won't ask unrelated questions:
I am working on a mortgage case where the property is mortgage free and we are raising equity. When I select at the mortgage section that it is a remortgage, the system assumes that the client has a mortgage already and asking me to put a figure in when I am submitting the ENBS otherwise leaving this blank it won't let me submit the ENBS.
I think the best solution would be to create an option as Remortgage-unencumbered property to raise capital so…7 votes -
Add option for Self-build in the additional product type field within the Mortgage information section on a case
self-build mortgage is a type of home loan designed for people who are building their own property, rather than buying an already-built home from a developer - it would be great to have this option under additional product type within Smartr365 as advisers tend to come across cases which fall under this category
3 votes
- Don't see your idea?