183 results found
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TOB option under Compliance Documents
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 -
Missing tokens for Suitability report
Missing tokens for Suitability report -
- the months of the term
- the term of the product2 votes -
complete address
The system should be updated to ensure that it pulls through the village from the post code search.
2 votes -
EPC
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.
7 votes -
Search by case number
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 -
more detailed budget planner option
Any chance we can get a more detailed budget planner on Smartr? This is one thing compliance have noted is a little too simplistic
2 votes -
Visa questions
Visa questions should be updated with pre-settled, settled & indefinite leave to remain and expiry dates if applicable..
3 votes -
fixed term contract questions
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 -
Sub accounts
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 -
Savings/emergency fund
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 -
Current Rent in FF
Need current rent payment in FF
8 votes -
Adding email lender updates within the documents file
Adding email files and a section with lender updates to the document section.
1 vote -
When we send the Fact Find document, we can amend/edit it to make it more personable.
To change the automated message for the Fact Find invite or make it editable.
1 vote -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
2 votes -
GDPR Declaration has to be dated, signed a name printed before being able to complete the Fact Find.
GDPR Declaration to be populated before being able to pass through Fact Find.
1 vote -
Residential Status
Residential Status - please add living with partner.
7 votes -
Premium frequency reporting
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 -
priorities tasks
Having a method to prioritise tasks, such as using colour codes or labels like P1 and P2, can help ensure that important tasks are not overlooked and dealt with speed.
1 vote -
Task View (NPW)
When a case is NPW, is there a way to remove the tasks or remove from ongoing task view.
1 vote -
Solicitor Reference
Can we add an area within the solicitor details for a reference number?
1 vote
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