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  1. Hi,
    Currently we are doing a remortgage on a mortgage-free property to raise equity for home improvement. Your system is not designed to highlight this properly in the mortgage section and asking for the current outstanding loan amount in order to submit an ENBS. When I put £0 the ENBS comes back with an error. When I put £1 the ENBS goes through and it is working.
    It is just annoying why do I have to put £1 when the clients property is mortgage-free

    1 vote

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  2. 1 vote

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  3. It would be great if we were able to click on the client's name in this month's remortgage opportunities and it then take us directly to the client's profile. Ideally their summary page

    1 vote

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  4. When we do a completion we were told that the follow up date needs to read the same as the remortgage contact date when you go to input the follow up date it defaults to the 1st of January of that year and then you have to scroll across to the right month, can this be looked at so we can just copy and paste the remortgage contact date from the bottom to the follow up date

    1 vote

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  5. Can we add a colour bar and a bolding bar to the notes section so if we need to make something stand out we can bold or colour this

    1 vote

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  6. Is there anyway that we can have a facility on the notes section which means that you can just filter it to read your notes and not all notes from everyone that has been in the case

    1 vote

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  7. Is there any chance that the solicitors can shown on the summary page this is helpful when chasing up a case

    2 votes

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  8. Please could you include the clients title on the case summary page so we know if its a Mr/Mrs/Miss or Ms

    1 vote

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  9. Task - New task View - Active task no longer visible when you open the task bar. This is not how we work here at KFH. Not suitable for us.

    1 vote

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  10. system allowed us to have these sections and was very efficient on the admin side. Otherwise notes can get confusing.

    Separation in the notes to allow it to be in sections

    1 vote

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  11. invite button to the portal is for example when sending a Factfind, but this happens at any stage when sending invites to the clients for the portal. It is easy to do by accident and isn’t something that can be taken back.

    1 vote

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  12. Employer benefits within the protection section as existing policy. When using the Protection tab/section currently there is no field for adding employer benefits such as death in service or sick pay. There is a section to add this in the client fact find under income however it would be useful if this could be synchronised to a new field under existing policies in the protection section so one can have an overview of client’s total existing cover all in one place.

    3 votes

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  13. We need to access specific reports for our data that we can select the field and the dates required.

    1 vote

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  14. 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

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  15. In the notes Section we need a filter so we can remove the automated notes to just the notes we write. This will make easier to get rid of the auto notes which we dont need to see.

    1 vote

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  16. 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

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  17. Add TOB option to Compliance documents under Document store. As we have to manually add the TOB would be great to have that option there to easily identify the document.

    2 votes

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  18. Missing tokens for Suitability report -
    - the months of the term
    - the term of the product

    1 vote

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  19. The system should be updated to ensure that it pulls through the village from the post code search.

    1 vote

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  20. In the new mortgage leads, property section, there should be a question about the EPC rating for the property as this is becoming increasingly relevant when sourcing deals.

    2 votes

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