306 results found
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Option to include council tax in Budget Planner
I have been working on a client with a few buy to lets and cant understand why it asks about the council tax on these cases.
The system counts this cost on the affordability but clearly this is not their expense. There should be a choice on each case whether you want it included in the budget planner.
If it is to be included like the mortgage cost in this day and age it should automatically be pulled through to show on the outgoings page
2 votes -
To be able to create a case with just clients name and add contact details later.
Make it possible to create a client case without the need for email address and contact number. Allow this to be added after.
3 votes -
Include Additional Business Protection Types
There are two business protection cover types that we deal with that are not included on the drop down list in the benefits section: Executive Income Protection, Business Private Medical Insurance.
On the business product options there is a further option that needs to be added which is called executive income protection. It is an income protection set-up though a limited company for employees. I quote for this a lot and needed to add one the other day but had to put it down as personal income protection, but it isn’t that product.
4 votes -
Home Insurance Should Not be Under Protection Heading
Home Insurance comes under the protection heading when adding a new client which is mis leading to clients as it's not Protection, it's GI and in a long way round affects how I pitch my clients.
1 vote -
Include a Lender Spread Report
It would be good to see a clear lender spread and percentage of 2 year / 4 year deals etc. per adviser.
3 votes -
Additional Fact Find Fields
There should be a section in the Fact Find to record client's 'Maiden Name' and 'Employer Contact Number'
4 votes -
More Information Should be Included on Workflow Tickets
Workflow tickets should include additional information to help identify correct case.
1 vote -
Data Import Should Not Affect Number of New Leads in Reports
Stats-wise it would be nice to know that this high 'New Lead' figure was as a result of an import.
1 vote -
Improve Error Message
When trying to Transfer a Protection case, the error message isn't clear that you need to Refer, and makes it seem like the error lies with the user's role(s). Smartr365 should either have one option for transfering all cases (regarless of Mortgage or Protection) or reword the error message to make expected action more clear.
1 vote -
Include 'Valuation Reports' in Document Type Drop-Down
There is no option for 'Valuation Reports' and 'EPCs'. These documents need to be stored as 'Other' but they should be included as drop-down options.
3 votes -
Select Different Buyer Type for Applicants on Joint Case
(First Time buyers, home-movers etc) – the Smartr system only allows you to put one status for both but in our case both individuals were different. One was a home-mover and the other was a first time buyer.
When it went into the Accord system the options were greyed out and we were unable to change this.
- In Smartr we put in ‘Purchase’ but we couldn’t differentiate between both applicants
- In Accord system – it came up as ‘Borrower with another lender’ which they are not – and we could not change this.
We ended up keying the…3 votes -
Income Types Do Not Match Halifax
Income breakdown on Smartr365 does not match that of Halifax, leading to incorrect borrowing figures.
Halifax have a lot of different categories (such as shift allowance) for income as below but Smartr does not – there is only an option for ‘Other’.
The income therefore is not treated incorrectly and the AIP gives an incorrect borrowing figure to what it should be.
I appreciate it would not be ideal for the Smartr software to have so many income categories however, if we had the option to edit the AIP before it gets submitted to the lender in their system, this…2 votes -
Additional Information Needed in Experian Credit Files
The Experian Credit File needs to include:
CCJs / dates of CCJs / CCJ payments / How much CCJs are for / Who CCJs are with / details of any defaults (who with and when)
* Plus the same for any bankruptcies.This information is included in credit files direct from Experian and from other providers.
1 vote -
Change 'Completion of Remortgage Date' label to 'Completion Date'.
The completion date for a purchase is labelled "Completion Date" but for remortgage products, it's labelled "Completion of Remortgage Date" This refers to the date of completion for the current product, but because the labelling is different and somewhat misleading, and could be interpreted as the expected completion date for the future remortgage.
This has a knock on effect for reporting.
1 vote -
Letting agent details for BTL Remortgage
Buy to let remortgage applications. There is nowhere to enter the letting agents details, yet we need this information for ALL BTL remortgage applications
2 votes -
Anticipated retirement age to be automatic/defaulted
The retirement age for clients to be automatic using the governments website
3 votes -
Distribution List
I would like to be able to create and download distribution lists using a variety of parameters to assist in creating mailshots etc. I understand I can currently request this data from Smartr but I'd rather have the ability to do it myself, make amendments etc.
6 votes -
American formatting used for dates, used rather than Uk date
I have noticed that when I type the date, it is coming through in the American format. Eg. 08/06/23 is pulling through as Sun, 6 August 2023. Is there any way to change this please as its very confusing as we are not in America and do not format dates like this.
17 votes -
Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.
When you search for a case, it is very confusing because unless the status is ”not proceeding” then all of the status’s are in green.
So takes some figuring out which is the current one, especially if a remortgage date has been entered before the existing one has completed, as it creates a further lead and puts it in green and then even more if there are insurances also.
Don’t know if this has been mention before, but could they colour coordinate them maybe, the ongoing ones as green – completed, Orange for Remo waiting to happen and red as…13 votes -
Limited company Improvements
- Limited company name showing searchable on the search bar. -Also Limited company name appears in Kanban or next to client name. When lenders correspond with us, they use limited company name 100% of the time, so at the moment we would need to go into a case to find out that it was limited company. If we can have it appear next to the client name it would be massive help for us.
18 votes
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