324 results found
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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 -
Improve Workflow screen layout
On the workflow screen, we should be able to minimise the dropdown options at the top as it takes up too much screen space. It would be more useful to see more cases in the status lists below. Thanks
2 votes -
Having a total for the credit commitments , that is seperate form the disposable out goings
this way i can see a fast total of how much credit they have outstanding.
4 votes -
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 -
Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlightin
Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlighting.
2 votes -
Sending out emails from your system
When sending out emails from your system, I am getting the below error message for attachments over 2MB. Please can you increase the size?
2 votes -
Solar panel questions in factfind
Solar panel questions are coming up more regularly now when seeking lenders, it would be ideal to have a couple of questions on solar panels in the property section of the factfind, e.g Does your home have solar panels, if yes are they leased or owned, are they certified etc
6 votes -
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 -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
6 votes -
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
1 vote -
Add solicitors address as visible
When I am completing an application is would be really helpful to see the solicitor firm address in the Solicitor & Agent information section. Currently, once the solicitor informaiton is input, all I can see is which solicitor I have selected, their number and email address, but no actual postal address. This is strange because when I scroll down slightly to the estate agent, I can see their address. Please can you take a look as when we complete applciations we always get asked what the solicitor address is. thanks
1 vote -
Reporting on Employment type
Can we enable reporting on employment type?
1 vote -
ability to filter Document store files by uploaded by client versus adviser
ability to filter Document store files by uploaded by client versus adviser
3 votes -
add a button next to the fact-find invite to send the Homebuyer portal URL link to clients that have already signed up for Homebuyer
add a button next to the fact-find invite to send the Homebuyer portal URL link to clients that have already signed up for Homebuyer. Currently when invites are sent out using the re-send button it sends an email invite which looks like they're signing up for the first time again which is misleading - there should be a separate option to send users the direct URL Link to https://homebuyer.smartr365.com/ through Smartr365 as a button
1 vote
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