255 results found
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Add Solicitor details to the summary page , and manage columns.
Add Solicitor details to the summary page , and manage columns, this would help when we need to chase the solicitor, which means you can just call them rather than have to edit the mortgage.
1 vote -
Experian Integration
When experian pre populates my fact find...
- Define the loan type correctly, at the moment it says other every time
- Monthly payment never pulls through, would be great if that could populate
1 vote -
ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
4 votes -
Search bar to able to differentiate between Case ID and mobil number.
Search bar to able to differentiate between Case ID and mobil number.
2 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
4 votes -
How to add CIDD
Hi, I am trying to work out how to send out the CIDD. Can you guide me through how to add the CIDD template?
1 vote -
Adding Wills as its own tab ( like protection and B&C) in Smartr365
Adding Wills as its own tab ( like protection and B&C) in Smartr365
2 votes -
Access to solicitor details
Make it easier to see who the clients solicitors are
1 vote -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
8 votes -
Multiple Properties to one mortgage case
We would like to be able to add more than 1 property address within a mortgage case.
We action portfolio mortgages with multiple under one mortgage2 votes -
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.
12 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?
2 votes -
Report query
When generating reports, the dates should be based on the completion date rather than the when the status was changed to completed otherwise it's completely pointless having a completion date tab. This has caused huge problems for us.
2 votes -
Will and POA questions
I think the Consumer Duty questions eg. Will and Power of Attorney should be on the firt Factfind page rather than lost in Protection
1 vote -
Add our own Case Statuses
Option to add our own case statuses and display/edit these directly in Workflow Builder
2 votes -
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
1 vote -
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 case13 votes -
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one to select multiple cases
1 vote -
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,
3 votes -
Add homemaker to drop down box for employment
Please can you add in HOMEMAKER as a dropdown option for partners/wives/husbands who don't work and are homemakers. The only option is unemployed at the moment is unemplooyed and this is technically not correct as a lender will decline a case where the client is unemployed. Thanks
2 votes
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