183 results found
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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 -
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 -
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 -
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 -
Add solicitor's address in "Solicitor & Agent Information" section of Smartr!
Display solicitor's address in the mortgage - Solicitor & Agent Information section of Smartr! Very inconvenient that we can only see the full address of the solicitor when going into settings. Please action this asap.
2 votes -
Protection - Smoker categories
In the protection section where it asks for smoker or non smoker, I would like to see more detailed questions, like - non smoker never smoked, non smoker date quit. This would be useful when approaching protection companies.
2 votes -
Self Employed income to put through to Sourcing tools
Self Employed income to put through to Sourcing tools, as of right now I have to rekey into 27 Tec , even when put into Smartr365 Fact find
2 votes -
MORTGAGE SVR RATE
Why does it not save the SVR rate when pulling back information on mortgages?
4 votes
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