183 results found
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Company branding on Homebuyer app
Company branding on Homebuyer app
2 votes -
Acknowledgement document confirmation
It would be helpful to be able to download a hard copy of documents with confirmation of the date and time of the clients acknowledgement.
1 vote -
Retirement can be Primary Employment
Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'
1 vote -
Visa questions
Visa questions should be updated with pre-settled, settled & indefinite leave to remain and expiry dates if applicable..
3 votes -
fixed term contract questions
fixed term contract questions - these ask how long, rather than when, which is not helpful as 'how long' will change each month and the Fact find will therefore be incorrect a month after it was completed.
It would be better to ask what date previous and current contract started and ended/is due to end, as those dates won't change.3 votes -
Savings/emergency fund
The customer fact find question reads 'Total amount of readily accessible savings (after deposit) for emergency fund'. On the fact find that we see it just reads 'savings', which is something completely different. Please update so we can see the question asked of the customer.
3 votes -
Change Mortgage info layout back to before
Not a fan of the new way the mortgages are laid out and we fill out the info (Mortgage size etc, sols). The previous layout system was much better, this new one flicks about too much between different aspects. No clear route
1 vote -
ADD Description box in Income - HOMEMAKER
ADD BOX - INCOME
Homemaker amongst options1 vote -
Student loan
student loan to re moved from financial overview figure as it has already been taken out when you enter the net pay.
1 vote -
LTV on summary page and mortgage page
LTV on summary page
2 votes -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
2 votes -
Filter notes to so can remove Automated notes
In the notes Section we need a filter so we can remove the automated notes to just the notes we write. This will make easier to get rid of the auto notes which we dont need to see.
2 votes -
Current error with documents
What is going on? I've had lots of documents uploaded by customers, which I can't view or download. Is this error being investigated?
1 vote -
Missing tokens for Suitability report
Missing tokens for Suitability report -
- the months of the term
- the term of the product2 votes -
complete address
The system should be updated to ensure that it pulls through the village from the post code search.
2 votes -
Search by case number
Advisers should be able to search for a case by the case reference number. This functionality is available to COR, so why not for advisers?
2 votes -
more detailed budget planner option
Any chance we can get a more detailed budget planner on Smartr? This is one thing compliance have noted is a little too simplistic
2 votes -
CUT OUT DOUBLE KEYING
CUT OUT THE NEED TO DOUBLE KEY
1 vote -
portfolio clint
Excel spreadsheet for portfolio property to be print off for lender.
1 vote -
All to add another fee type or buyer type
We need another field where a fee/invoice date/paid date that can be linked to a client for a flat fee that isn't linked to either a mortgage or protection sales. We offer some mortgage-related services and referrals that involve a flat fee being paid and so we need this linked to the client, without having to put a mortgage/protection case live.
1 vote
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