Skip to content

General

Categories

JUMP TO ANOTHER FORUM

237 results found

  1. Reminder contact email for when b&C renewals are close and same with protection side.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Please add Joint Borrower Sole Proprietor as the application sub type.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Ability to gate user access for Experian credit searches

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Templates for Notes section

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?