167 results found
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FACT FIND improovement
client's age/income etc is not coming up on suitability letter automatically, you can look in to this.
We often get more than 2 applicants' you must design an option to ad up to 4 applicants as minimum.
The Factfind notes- it helps if inword or pdf file rather a csv format.1 vote -
Notify us when documents are uploaded
Automatic notifications when clients upload documents - better to be notified every time rather then when a client chooses to
3 votes -
Layout
From a paraplanning point of view it would be much quicker and easier if we could see the gross and net income on the front screen without having to click into the employment all the time and scroll. All that blank space underneath “add current employment” is completely wasted when it could contain necessary snapshot information.
Also, it would also make more sense for the Smartr logo on left hand side, and my name and role, to be at the bottom (I know who you are and I know who I am!) so we don’t have to keep scrolling down…
4 votes -
Fact Find Download in Word Format
Fact Find Download Format: Can there be the option to download as an editable Word document? For those clients who prefer not to work via Smartr.
1 vote -
Premium frequency reporting
When running reports for Home Insurance, or Protection insurance that has been written, the report doesn not confirm whether the premium is paid monthly or Annually. For any home insurance policies that are written with a monthly premium we are required to report this to the FCA when completing our Reg Data returns. This would be extremely useful for the report to pick up whether the premium is paid monthly or annually.
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
1 vote -
Affordabilty Assessment within Smartr - Mortgage Broker Tools
Build in an Affordabilty Assessment into Smartr so I can complete the fact find and at the end of it will be instantly able to provide the client with how much lenders will lend them based off there circumstances. I personally use Mortgage Broker Tools as I find it the most comprehensive and accurate therefore end up dual keying the information which I would like to avoid
3 votes -
CASE ID
It would be very helpful to have the case ID on the homepages/cases so we can select the correct case rather than searching through the drop downs, especially when the clients have various properties and protection cover.
4 votes -
Adding email lender updates within the documents file
Adding email files and a section with lender updates to the document section.
1 vote -
Adding an existing client to a case
Can we just search using Surname when adding an existing client to a case rather than having to input email and tel number
3 votes -
When we send the Fact Find document, we can amend/edit it to make it more personable.
To change the automated message for the Fact Find invite or make it editable.
1 vote -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
1 vote -
Existing cover viewable on both client records
To be able to see all existing cover for clients on a joint case enough if accessed via other applicant.
3 votes -
Customisable fields- Add Offer Issue date as a mandatory field on the customisable workflow
I want to add ‘Offer Issue Date’ as a mandatory field using Create Your Workflow. It doesn’t current appear under ‘Select Fields’ though as below.
2 votes -
GDPR Declaration has to be dated, signed a name printed before being able to complete the Fact Find.
GDPR Declaration to be populated before being able to pass through Fact Find.
1 vote -
Include Additional Business Protection Types
There are two business protection cover types that we deal with that are not included on the drop down list in the benefits section: Executive Income Protection, Business Private Medical Insurance.
On the business product options there is a further option that needs to be added which is called executive income protection. It is an income protection set-up though a limited company for employees. I quote for this a lot and needed to add one the other day but had to put it down as personal income protection, but it isn’t that product.
4 votes -
equity release
Currently there is no way to mark a mortgage as equity release and therefore will not need to be remortgaged or transferred in future.
2 votes -
Distribution List
I would like to be able to create and download distribution lists using a variety of parameters to assist in creating mailshots etc. I understand I can currently request this data from Smartr but I'd rather have the ability to do it myself, make amendments etc.
6 votes -
Colour system to show the new remortgages
Colour system to show the new remortgages that are due and will need to be contacted.
5 votes -
Include Introducer Details in Data Import
I would like to request a system enhancement which allows us to import data with a field for introducer.
2 votes
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