339 results found
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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 -
Property Portfolio
On the Property portfolio screen, can you show property value, mortgage balance, monthly mortgage payments and rental income without having to go into each individual property. Also, if you can summarise the total value of the properties, total value of mortgage balances this would be extremely helpful when keying BTL mortgage applications.
3 votes -
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
4 votes -
More detail for pension income
When I log pension income under other monthly income it doesn’t give me the option to add the type of pension income e.g. Aviva private, state ect. This would be a useful feature as when we stack different pensions in the other monthly income tab we have no way to decipher between different pension payments.
2 votes -
Job Title for ltd co is greyed out
Cannot input Ltd Co job title in employment section
1 vote -
marketing preferences to be mandatory first step (similar to document acknowledgements)
I would be helpful to have the option to make marketing preferences to be amandatory first step when a client first access's HomeBuyer (similar to document acknowledgements)
1 vote -
Ability to set contact time/date for Uinsure referrals
Ability to set contact time/date for Uinsure referrals so that we as the adviser have control over when our client gets contacted by them
1 vote -
Client access to documents once completed
Clients should still have access to documents on a completed mortgage case
2 votes
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