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  1. 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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  2. 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.

    2 votes

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  3. 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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  4. 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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  5. Missing tokens for Suitability report -
    - the months of the term
    - the term of the product

    2 votes

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

    2 votes

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  7. 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.

    5 votes

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  8. Advisers should be able to search for a case by the case reference number. This functionality is available to COR, so why not for advisers?

    2 votes

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  9. Any chance we can get a more detailed budget planner on Smartr? This is one thing compliance have noted is a little too simplistic

    1 vote

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  10. Visa questions should be updated with pre-settled, settled & indefinite leave to remain and expiry dates if applicable..

    3 votes

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  11. fixed term contract questions - these ask how long, rather than when, which is not helpful as 'how long' will change each month and the Fact find will therefore be incorrect a month after it was completed.
    It would be better to ask what date previous and current contract started and ended/is due to end, as those dates won't change.

    3 votes

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  12. Ability to add sub accounts to a mortgage as some mortgages now have a number of sub accounts on diffrent rates and rate types

    7 votes

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  13. The customer fact find question reads 'Total amount of readily accessible savings (after deposit) for emergency fund'. On the fact find that we see it just reads 'savings', which is something completely different. Please update so we can see the question asked of the customer.

    3 votes

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  14. Need current rent payment in FF

    8 votes

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  15. Adding email files and a section with lender updates to the document section.

    1 vote

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  16. To change the automated message for the Fact Find invite or make it editable.

    1 vote

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  17. 1 vote

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  18. GDPR Declaration to be populated before being able to pass through Fact Find.

    1 vote

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  19. Residential Status - please add living with partner.

    6 votes

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  20. When running reports for Home Insurance, or Protection insurance that has been written, the report doesn not confirm whether the premium is paid monthly or Annually. For any home insurance policies that are written with a monthly premium we are required to report this to the FCA when completing our Reg Data returns. This would be extremely useful for the report to pick up whether the premium is paid monthly or annually.

    2 votes

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