193 results found
-
ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
2 votes -
Including pension income into financial overview
One thing that isn't included within financial overview is a persons retirement income?
1 vote -
Bespoke System
Can the Smartr system be made bespoke specific to each firm. For example we do not deal with investment advice nor pension advice and we dont recommend Payment shield. Can these choices and tabs be removed from our system?
1 vote -
Suitability letter Improvements
When will you please add the Demands and needs boxes to be pasted automatically into the Reasons why letter?This has been asked for numerous times
1 vote -
List of Providers on Committment list
Can you please look at an ability to add a bespoke list of Loan companies and HP Companies/credit cards in the committment list rather than having to choose OTHER and add them each time
1 vote -
Being able to lock down specific cases from admin
Being able to lock down specific cases from admin, Eg if I have my personal mortgage on the platform I don't want anyone to see this,
2 votes -
Solicitor details on Summary page
For a Mortgage - please display the solicitor details on the case summary page. This would save the administrator having to go into the case to find the details when chasing mortgage cases. Thank you
3 votes -
Specified Notes
In the notes section could you add something so we could specify what the not relates to. For example i like to know if the note relates to a solicitor, lender or the customer. I currently write at the beginning of the note CUSTOMER , SOLICITOR or LENDER - so when i am searching my notes i can see the notes i need to but thought it would make it easier if we could tag the note somehow.
1 vote -
Self Emloyed income tidy up
Please could the self employed sections be updated to reflect what is required by lenders:
For sole trader the only information required is net profit.
For LTD company directors it is more complicated: We need Profit (Gross & Net), salary and dividend
the other fields just complicate and confuse the issue. It is important to add a notes section to the self employed section (why is this missing?) for those times where something else is needed.1 vote -
Blur background schedule a call
Please could you add the option the blur background in teams/ schedule a call
1 vote -
NPW Folder in Mortgages
Under the mortgages sections can you add a section for NPW cases so these can be moved from the New Mortgage section
1 vote -
Issues with Height and Weight
Why is there an issue every time I add my clients weight in as 10 stone 0 pounds does the application change it to 10 stone 1 pound once its saved!!!
1 vote -
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a stanard residential and remo.
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a standard residential and remo.
2 votes -
Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
2 votes -
Suitability letter Improvements
When will you finally get the Needs and preferences screens pasted directly into the Suitability letters? The information regarding the rate and lender etc... is already mapped across but why not the additional boxes where we have to duplicate what we write in them and repeat when creating a suitability letter? I dont understand why this still hasnt been done as it would cut down the work required to create a suitability letter.
1 vote -
Complete 'Country' when pulling through from Experian
When pulling through the information from Experian, it automatically fills in the address history. I have found that I am not able to source through eConveyaning as the country is not pulled through and in some cases I have 8 properties to change or delete if not relevant. Please can this be updated or changed?
1 vote -
2 years Bonus in Current Employment
Record 2 years bonus
majority of banks calculate a person’s bonus based on the average over 2 years.1 vote -
Additional statuses
Can we have additional statuses.
For example , not proceeding with - I know you amend this via the summary but showing the status as not proceeding would be good.
Could we also add
advice given
no advice requiredThank you
1 vote -
increase property value to 50M
the client can not complete the homebuyer app profile,
as there is an error requesting the property value to be between £30,000 and £10,000,000
please amend and increase it to say 50M1 vote -
Bigger selection box for type of the document, it will help with scrolling and missing the right document.
Bigger selection box for type of the document, it will help with scrolling and missing the right document.
1 vote
- Don't see your idea?