289 results found
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Ongoing Frustrating issue
Hello. we have been facing an ongoing issue accessing clients' dated acknowledgement documents wherein they have acknowledged the documents as i can see in the notifications.
this is a known error to Smartr and I have been contacted by Dayan re this but i am still waiting to hear any resolution or any communication for that matter. this is infuriating as this is affecting our business and increasing our workload and creating a backlog!
there should be a way to communicate with the support team via a phone call1 vote -
having the ability to add my own email template flow, so I can choose to send my own emails at certain times,
For example. I want to schedule an email at pre offer that says XX and is sent 7 days after the status has been updated.
It would be greta if these emails came from my email address and not the systems automated emails too!1 vote -
Add telephone number to support pages
Can you add contact number for faults on the customer support screen please
1 vote -
1 vote
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Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
2 votes -
Uploading documents prompt before fact find completion
Hi There,
Trust you are well.
Client made a suggestion – After they fill in their fact find and it says fact find complete….can there not be a screen before to say upload supporting documents or a prompt asking them to upload documents – How easy or hard will it be to implement this?
Several clients fill in the fact find and do not upload documents even though I send them the video showing how to upload documents, which has helped.
Anyway you can make this more idiot proof?....see below from a client..1 vote -
Date Moved to Address *
Please can we remove the feature on the address history section where it makes you put the date they moved into their current property, this is not needed and we often find we are needing to put a random date just to be able to save their current address.
2 votes -
Mortgage NPW - drop down added option
Please add options for, 'Mortgage redeemed' and 'client not responding' 'client arranged directly'
2 votes -
Document store default order
Why have you changed the order of documents again, within the Folders in the Document store? I personally find in much easier if documents are displayed with the most current at the bottom rather than some random order where you have to search for the document you just uploaded!
1 vote -
BMI calculator in protection fact find section
BMI calculator
1 vote -
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
5 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 mortgage3 votes -
Building in a soft phone systems your clients with S365 that record meetings and transcripts
Building in a soft phone systems your clients with S365 that record meetings and transcripts
2 votes -
I would like to have an additional area in the case overview section to show an application number for each case.
I would like to have an additional area in the case overview section to show an application number for each case. I feel this would be a great addition for when we need to get this to a lender whilst on the phone without having to go through documents or notes.
1 vote -
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 -
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
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