277 results found
-
Problem with Saving Passport and Employment Information
We are facing an issue when entering the Passport Number and Issuing Country. The system does not allow the client to save the data after these fields are filled. Additionally, at times the system also does not allow entry of current employment details.
0 votes -
1 vote
-
More detail for pension income
When I log pension income under other monthly income it doesn’t give me the option to add the type of pension income e.g. Aviva private, state ect. This would be a useful feature as when we stack different pensions in the other monthly income tab we have no way to decipher between different pension payments.
1 vote -
ability to filter Document store files by uploaded by client versus adviser
ability to filter Document store files by uploaded by client versus adviser
2 votes -
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
1 vote -
Update the Bonus and Commission fields in fact-find to clarify whether figure to input is monthly or annually or quarterly?
Update the Bonus and Commission fields in fact-find to clarify whether figure to input is monthly or annually or quarterly? It is not clear currently whether the adviser should input monthly/annually/quarterly commission or bonus figure in the fields. Also with Commission there is also a difference between regular and guaranteed commission which could also be clarified in this field.
1 vote -
Client access to documents once completed
Clients should still have access to documents on a completed mortgage case
1 vote -
Property Portfolio
On the Property portfolio screen, can you show property value, mortgage balance, monthly mortgage payments and rental income without having to go into each individual property. Also, if you can summarise the total value of the properties, total value of mortgage balances this would be extremely helpful when keying BTL mortgage applications.
2 votes -
Broker Fee added to dashboard
Can you please include Broker Fee's in your "mortgages written" and "mortgages completed" figures on the dashboard - You have the field for broker fees, but they are effectively meaningless as they are not reported anywhere.
1 vote -
Terrible technical support by the AI and the human.
Your support is horrendous. I wouldn't recommend Smart365 to any broker.
1 vote -
Ongoing Frustrating issue
Hello. we have been facing an ongoing issue accessing clients' dated acknowledgement documents wherein they have acknowledged the documents as i can see in the notifications.
this is a known error to Smartr and I have been contacted by Dayan re this but i am still waiting to hear any resolution or any communication for that matter. this is infuriating as this is affecting our business and increasing our workload and creating a backlog!
there should be a way to communicate with the support team via a phone call1 vote -
Having a total for the credit commitments , that is seperate form the disposable out goings
this way i can see a fast total of how much credit they have outstanding.
3 votes -
Having admin attached to a case
Having admin attached to a case , the same way a mortgage adviser is
3 votes -
having the ability to add my own email template flow, so I can choose to send my own emails at certain times,
For example. I want to schedule an email at pre offer that says XX and is sent 7 days after the status has been updated.
It would be greta if these emails came from my email address and not the systems automated emails too!1 vote -
Add telephone number to support pages
Can you add contact number for faults on the customer support screen please
1 vote -
1 vote
-
Uploading documents prompt before fact find completion
Hi There,
Trust you are well.
Client made a suggestion – After they fill in their fact find and it says fact find complete….can there not be a screen before to say upload supporting documents or a prompt asking them to upload documents – How easy or hard will it be to implement this?
Several clients fill in the fact find and do not upload documents even though I send them the video showing how to upload documents, which has helped.
Anyway you can make this more idiot proof?....see below from a client..1 vote -
2 votes
-
Document store default order
Why have you changed the order of documents again, within the Folders in the Document store? I personally find in much easier if documents are displayed with the most current at the bottom rather than some random order where you have to search for the document you just uploaded!
1 vote -
BMI calculator in protection fact find section
BMI calculator
1 vote
- Don't see your idea?