255 results found
-
Bespoke System
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 -
Customize workflow and tailor it
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 -
Add "child" as category under Dependants
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 -
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date
4 votes -
Issue with entering council tax figure
Issue with Council Tax figure affecting disp[osable income
1 vote -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
4 votes -
Task alert
Currently there is no alert for the tasks pending and overdue. It is better to incorporate task alert rather than checking manually.
1 vote -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
4 votes -
Living With Family - Address History Dropdown
Living with family in address history
3 votes -
Case List
Can you look at adding two pieces of information to the CASES list.
1. The case number relevant to that case
2. A drop down box to show the stage the case is at and to be able to move through/search stages from that screen rather than the workflow - i.e. Pre offer stage - Completion etc...1 vote -
Report bugs
A streamlined way to report bugs that doesn't involve fighting your AI to raise a ticket and then going back and forward to help identify the issue
1 vote -
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a stanard residential and remo.
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a standard residential and remo.
2 votes -
Errors on Smart connect for Halifax
there are some errors on smartr connect for Halifax that need addressing:
For remortgage - the following error is displayed if you state the existing mortgage is to be repaid but id you follow the instructions The existing mortgage if left as outstanding on the Halifax DIP meaning the case is always declined.Details: Existing Mortgage: 'Is this mortgage to be repaid before completion of new mortgage' should be marked as 'No' if you are re-mortgaging this property
Also the child care comitment is not pulled through
1 vote -
Additional statuses
Can we have additional statuses.
For example , not proceeding with - I know you amend this via the summary but showing the status as not proceeding would be good.
Could we also add
advice given
no advice requiredThank you
2 votes -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
3 votes -
Case ID visible near delete button
Would be useful along side the delete button under the protection policies viewed the individual case number
1 vote -
Including pension income into financial overview
One thing that isn't included within financial overview is a persons retirement income?
1 vote -
Current Rent in FF
Need current rent payment in FF
10 votes -
Suitability letter Improvements
When will you please add the Demands and needs boxes to be pasted automatically into the Reasons why letter?This has been asked for numerous times
1 vote -
List of Providers on Committment list
Can you please look at an ability to add a bespoke list of Loan companies and HP Companies/credit cards in the committment list rather than having to choose OTHER and add them each time
1 vote
- Don't see your idea?