139 results found
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Valuation Date Field
Field required to capture the valuation date
1 vote -
Filter notes
Ability to filter through notes
1 vote -
Adviser/Introducer
Hi
I deal with the finances for my company and something that I would find useful is on the preview screen when you search for a customer, it comes up with Introducer (Negotiator) but doesn't show the adviser dealing with the case.It is very often the same person, but on occasion it isn't so I have to click in to each one to check who the adviser is on a case before paying them.
I would find it useful if the adviser was listed either instead of or in addition to the Introducer on the preview page.
1 vote -
Contract Workers
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
1 vote -
Time Out time at log in
The Time Out time when we have to log in is to short it needs to be extended. I don't leave my desk all day, but I feel I am constantly having to log in
2 votes -
Pull existing property expense data through to client outgoings
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.
1 vote -
Group Deleted Documents in Doc Store
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"
1 vote -
Broker fees added to Dashboard
Hi All, Would it be possible to add broker fees to the MI and Dashboard please.
1 vote -
Mandatory fields Text
Mandatory fields the stars are to small.
People may find it hard to see the stars
they should be in your face/ Different colour to the other text1 vote -
Include a Lender Spread Report
It would be good to see a clear lender spread and percentage of 2 year / 4 year deals etc. per adviser.
2 votes -
Improve Error Message
When trying to Transfer a Protection case, the error message isn't clear that you need to Refer, and makes it seem like the error lies with the user's role(s). Smartr365 should either have one option for transfering all cases (regarless of Mortgage or Protection) or reword the error message to make expected action more clear.
1 vote -
Select Different Buyer Type for Applicants on Joint Case
(First Time buyers, home-movers etc) – the Smartr system only allows you to put one status for both but in our case both individuals were different. One was a home-mover and the other was a first time buyer.
When it went into the Accord system the options were greyed out and we were unable to change this.
- In Smartr we put in ‘Purchase’ but we couldn’t differentiate between both applicants
- In Accord system – it came up as ‘Borrower with another lender’ which they are not – and we could not change this.
We ended up keying the…2 votes -
Income Types Do Not Match Halifax
Income breakdown on Smartr365 does not match that of Halifax, leading to incorrect borrowing figures.
Halifax have a lot of different categories (such as shift allowance) for income as below but Smartr does not – there is only an option for ‘Other’.
The income therefore is not treated incorrectly and the AIP gives an incorrect borrowing figure to what it should be.
I appreciate it would not be ideal for the Smartr software to have so many income categories however, if we had the option to edit the AIP before it gets submitted to the lender in their system, this…1 vote -
Select all buttons
Can we have some select all buttons please. It would be really useful on the document store to be able to press select all and on the notifications screen to be able to mark all as read
1 vote -
Notes details of emails that have gone out via the system need roe detail.
Emails in notes to tell us what email was sent out, not just that an email has gone.
1 vote -
The app be fully compatible and usable
That the app be fully functional for uploading documents and acknowledging documents
1 vote -
Stop automated cases opening up after completion
As you know when you complete a case, an automatic re-mortgage case is opened for future use.
We feel that this is causing confusion on our clients files as the re-mortgage for this case could be somewhere between 2-5 years. During that time, we could do a number of different transactions for clients (2nd purchase, BTL, etc) and again this causes confusion as to which case to open or which ones are completed as it is not always clear.
We wonder if this case automation could be switched off so that the advisors can open up a new case if…1 vote -
Anticipated retirement age to be automatic/defaulted
The retirement age for clients to be automatic using the governments website
2 votes -
Fact Find Format and Custom
The format in the Fact Find for Addtional info when downloaded to a PDF is all close together. Make the Fact Find more customisable.
1 vote -
Be able to see who has removed tasks on smartr
Be able to review who has created a task, who has removed a task and who has viewed a task
1 vote
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