250 results found
-
Emails sent by system to show in notes tab like they used to be.
Bring back the note to confirm what emails have been sent automatically but the system. I chased helpdesk to see where they had gone and received this back .
From speaking with my team, they mentioned that the time to remortgage emails trail may have previously appeared in the notes section but this has not been the case for several months now. Currently on the system there is nowhere where we store a trace of the time to remortgage email that gets sent out, the best (and only current) way to track this would be by checking your own email…
1 vote -
New cases - too easy to lose data input
Stop the way, that if you click anywhere outside the data entry screen when inputing new clients/cases you lose everything and you have to start again. It should stay open and have a next or cancel button.
2 votes -
Only send renewal emails on cases that are at remortgage status.
Only send renewal emails on cases that are at remortgage status. We do have remortgage cases where the clients contact us prior to the renewal email going out. If we then change the status of the case from remortgage to something else,this indicates that we are already dealing. The system should look at the case status, as well as the remortgage contact date.
2 votes -
How to add CIDD
Hi, I am trying to work out how to send out the CIDD. Can you guide me through how to add the CIDD template?
1 vote -
Building in the completion fee into Smartr365, this way we can charge all our clients the correct fees at certain stages.
Building in the completion fee into Smartr365, this way we can charge all our clients the correct fees at certain stages.
2 votes -
building in the offer fee into the mortgages section of Smartr365. This would allow us to end all fees we charge clients at certain stages.
building in the offer fee into the mortgages section of Smartr365. This would allow us to end all fees we charge clients at certain stages.
2 votes -
Solar panel questions in factfind
Solar panel questions are coming up more regularly now when seeking lenders, it would be ideal to have a couple of questions on solar panels in the property section of the factfind, e.g Does your home have solar panels, if yes are they leased or owned, are they certified etc
2 votes -
Access to solicitor details
Make it easier to see who the clients solicitors are
1 vote -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
3 votes -
Remortgage an unencumbered property
Dear Team,
Could you please design your system is a way that it won't ask unrelated questions:
I am working on a mortgage case where the property is mortgage free and we are raising equity. When I select at the mortgage section that it is a remortgage, the system assumes that the client has a mortgage already and asking me to put a figure in when I am submitting the ENBS otherwise leaving this blank it won't let me submit the ENBS.
I think the best solution would be to create an option as Remortgage-unencumbered property to raise capital so…3 votes -
Add in Weblink as a sourcing tool for Protection
Add in Weblink as a sourcing tool for Protection
2 votes -
Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
1 vote -
new job, make previous job an automatic drop into employment history
CHANGE SYSTEM - when new job keyed, automatically make the former drop into employment history
5 votes -
Date Moved to Address *
Please can we remove the feature on the address history section where it makes you put the date they moved into their current property, this is not needed and we often find we are needing to put a random date just to be able to save their current address.
1 vote -
Mortgage NPW - drop down added option
Please add options for, 'Mortgage redeemed' and 'client not responding' 'client arranged directly'
1 vote -
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
having pinned notes on a client file, not related to a specific mortgage, just an over all notes for the client ,that they cannot see
7 votes -
Will and POA questions
I think the Consumer Duty questions eg. Will and Power of Attorney should be on the firt Factfind page rather than lost in Protection
1 vote -
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
1 vote -
Email Preview
Show a preview of the email before it is sent
0 votes -
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one to select multiple cases
1 vote
- Don't see your idea?