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  1. 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

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  2. 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

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  3. Why does it not save the SVR rate when pulling back information on mortgages?

    4 votes

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  4. for not proceeding case, it would be useful to have 'NO CONTACT' within the drop down box for 'select a reason'. I have to close leads down where i can no longer get hold of a client and the other options do not really cover this point.

    2 votes

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  5. When ticking the current address box to update the current address to a new residential mortgage. It doesn't save the changes and still keeps the old address.

    2 votes

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  6. A field is required to capture commission that originates from referrals. It would be useful if there was a drop down menu to select what service the referral was for: Survey, Specialist Property Report, Wills, EPC, Lease Extension, ILA, other. The commission needs to feed into the reporting.
    We cannot use the existing Miscellaneous Fee field for this as we already use it for our broker/adviser fees which are always split for payment on application and then on offer.
    The field will need a date paid box as per other fee fields.

    2 votes

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  7. Documents available on all cases/opportunities. When clients have multiple properties, finding documents can be difficult. Would also be a good option to have a box available, to confirm we have ID on file for that client. Could also have the expiry date available.

    2 votes

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  8. Having a method to prioritise tasks, such as using colour codes or labels like P1 and P2, can help ensure that important tasks are not overlooked and dealt with speed.

    1 vote

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    0 comments  ·  Admin →
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  9. When a case is NPW, is there a way to remove the tasks or remove from ongoing task view.

    1 vote

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  10. Can we add an area within the solicitor details for a reference number?

    1 vote

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  11. NOTES- CREATE a tab that allows users to view all case notes for the customer rather than specific to case ID

    Example- keyed notes when doing mtg fact find for cstmr re her sick pay arrangements, now in protection I need to see these notes and it would be ideal to simply be able to click " SEE ALL NOTES" for relevance

    1 vote

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  12. Add the facility to log Will Referals to the system and chase through

    1 vote

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  13. Please could an option for Contract Workers be added to the Fact Find with a box for when the contract started and will end and also a sub heading drop down for if the client is an employed contractor or self employed contractor.

    Thank you

    2 votes

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  14. for new advisor training - first 4 sessions should be 1 hour longer than 30 mins.. it was like roller coaster for the advisors- couldn't get it at all.

    1 vote

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  15. I have noticed that when I type the date, it is coming through in the American format. Eg. 08/06/23 is pulling through as Sun, 6 August 2023. Is there any way to change this please as its very confusing as we are not in America and do not format dates like this.

    17 votes

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    planned  ·  2 comments  ·  Admin →
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  16. There should be a section in the Fact Find to record client's 'Maiden Name' and 'Employer Contact Number'

    4 votes

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    planned  ·  0 comments  ·  Admin →
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  17. Business Bank Statements as a drop-down option in the financial documents section

    1 vote

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  18. Mortgage and Council Tax data from the "Existing Property" fields of the factfind are not being pulled through to the clients outgoings, resulting in re-keying data.

    2 votes

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  19. Separate deleted documents in the document store into their own group so they don't clutter the view of documents. These documents could come under an expandable label titled "Deleted Documents"

    2 votes

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  20. Hi All, Would it be possible to add broker fees to the MI and Dashboard please.

    2 votes

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