324 results found
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Second Charge
Add second charge loan amount to outstanding balance on Existing Properties screen
1 vote -
Improvement to the Credit Report Feature
The credit file also uploads the monthly payments and can also notify us if there is adverse credit present too?
1 vote -
tasks
can you stop tasks defaulting to "all" every time you click on tasks, and go back to "today" please.
1 vote -
Save Estate Agents and their information as part of a dropdown selection
Save Estate Agents and their information as part of a dropdown selection - similar to the way it currently works for new solicitors that are added onto a case.
This will make it easier and save time if an input estate agent is the same on multiple different cases rather than having to key it in manually each time
1 vote -
Type of the Purchase drop down options are too specific or may need more guidance on what each is
EG On many lender systems, “local authority purchase” usually just means you’re buying directly from a council or other public body rather than from a private seller. So examples of accepted descriptions are:
Purchase – Local Authority
Right to Buy Purchase
Sitting Tenant Purchase
Council Property PurchaseThose are the kinds of phrases you’d normally see.
1 vote -
Client portal - the seller option in the drop down are too specific for a client to understand.
The seller drop down option in the FF need to be more generic or with a description, E.G. normal seller is a person to person sale. Builder developers is a new build etc.
1 vote -
Being able to mark residential cases as regulated or non regulated.
Being able to mark residential cases as regulated or non regulated.
4 votes -
new seller category
in the fact find it asks who the seller is. i.e local auth, normal, coal authority. can we have one for family?
1 vote -
Summaries in Credit commitment sections
A total summary at the bottom of the credit commitments section. When we calculate the affordability on mortgages, we will usually be asked for 1) total credit card balance and 2) total monthly payments on loans/HPPs. Therefore it would be great in the commitment section if, below the 'amount standing' and 'monthly payment' fields, there was a field that said the total amount for each. This would save us having to get a calculator out and adding up all of the commitments together. thanks
1 vote -
Comment box in Self Employed section
Please can you put a comment or note box in the self employed section. There is one for the employment section but not one for the self employment section. This is required to note down any complex self employed incomes (for example foreign currency, overseas companies etc)
2 votes -
Student loan payments triple counted
Student loan payments are requested three times on Smartr - in the Income Section under payslip deductions, in the Expenditure Section and in Credit Commitments. So potentially it is triple counted as an outgoing.
Clients wouldn't know to only list it once, so how do you expect us to save time by getting the client to fill in information on Smartr, when we then have to go in and check everything and correct to make it right? It's quicker for us to do it right in the first place and the risk of errors is so much higher if they…
1 vote -
Add applicants surname and other details to case heading
Currently we can see the applicants first names on the case heading at the top, this is great but can we please have the applicants surnames, DOBs and current residential address too? This will save us having to siwtch between different screens to find this basic information out. thanks
1 vote -
Add solicitors address as visible
When I am completing an application is would be really helpful to see the solicitor firm address in the Solicitor & Agent information section. Currently, once the solicitor informaiton is input, all I can see is which solicitor I have selected, their number and email address, but no actual postal address. This is strange because when I scroll down slightly to the estate agent, I can see their address. Please can you take a look as when we complete applciations we always get asked what the solicitor address is. thanks
1 vote -
Date of Ownership
Date of Ownership - this should be pre-filled into Existing Property when completed to avoid re-typing.
2 votes -
Reporting on Employment type
Can we enable reporting on employment type?
1 vote -
Having a texting services built in like Whatsapp for communications
Having a texting services built in like Whatsapp for communications
2 votes -
Search enhancement
search using a limited company name for BTL mortgages instead of borrower name.
It makes it difficult remembering borrower names and best to search for SPV name instead
0 votes -
add a button next to the fact-find invite to send the Homebuyer portal URL link to clients that have already signed up for Homebuyer
add a button next to the fact-find invite to send the Homebuyer portal URL link to clients that have already signed up for Homebuyer. Currently when invites are sent out using the re-send button it sends an email invite which looks like they're signing up for the first time again which is misleading - there should be a separate option to send users the direct URL Link to https://homebuyer.smartr365.com/ through Smartr365 as a button
1 vote -
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
2 votes -
Having a way to filter on the completion date from the summary screen.
Having a way to filter on the completion date from the summary screen.
2 votes
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