128 results found
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Mandatory fields Text
Mandatory fields the stars are to small.
People may find it hard to see the stars
they should be in your face/ Different colour to the other text1 vote -
CASE ID
It would be very helpful to have the case ID on the homepages/cases so we can select the correct case rather than searching through the drop downs, especially when the clients have various properties and protection cover.
4 votes -
Select all buttons
Can we have some select all buttons please. It would be really useful on the document store to be able to press select all and on the notifications screen to be able to mark all as read
1 vote -
Adding an existing client to a case
Can we just search using Surname when adding an existing client to a case rather than having to input email and tel number
1 vote -
Notes details of emails that have gone out via the system need roe detail.
Emails in notes to tell us what email was sent out, not just that an email has gone.
1 vote -
The app be fully compatible and usable
That the app be fully functional for uploading documents and acknowledging documents
1 vote -
Stop automated cases opening up after completion
As you know when you complete a case, an automatic re-mortgage case is opened for future use.
We feel that this is causing confusion on our clients files as the re-mortgage for this case could be somewhere between 2-5 years. During that time, we could do a number of different transactions for clients (2nd purchase, BTL, etc) and again this causes confusion as to which case to open or which ones are completed as it is not always clear.
We wonder if this case automation could be switched off so that the advisors can open up a new case if…1 vote -
Search Notes
Search function for notes
1 vote -
New Mortgage Loan Amount for Remortgage Application
new mortgage requirement for remortgage application. There must be an option to include new mortgage loan amount. Currently the option on smartr365 is outstanding loan amount. Generally, if client wish to reduce loan with some additional payment.The outstanding loan amount will be different from new loan amount.
5 votes -
Separate Client and Adviser fee
We need to have separate client and Adviser fees on the platform. This is simply because we may charged the client £499 for their fee and the adviser may get a certain amount from the policy, as commission, but this is not the whole proc fee.
1 vote -
MORTGAGE SVR RATE
Why does it not save the SVR rate when pulling back information on mortgages?
4 votes -
Fact Find Format and Custom
The format in the Fact Find for Addtional info when downloaded to a PDF is all close together. Make the Fact Find more customisable.
1 vote -
Be able to see who has removed tasks on smartr
Be able to review who has created a task, who has removed a task and who has viewed a task
1 vote -
Time Out time at log in
The Time Out time when we have to log in is to short it needs to be extended. I don't leave my desk all day, but I feel I am constantly having to log in
2 votes -
Remortgage Date
The date created should be 6 months before the remortgage due date for the new opportunity (case should be visible on the date it is created, i.e 6 months prior to the remortgage due date). As current created date is when the completed case was completed.
1 vote -
Colour system to show the new remortgages
Colour system to show the new remortgages that are due and will need to be contacted.
5 votes -
Stop inviting clients to HomeBuyer when already onboarded with Smartr365
Please can you provide the option to turn off emails inviting clients to the HomeBuyer app. Especially when the client has created an account with Smartr365, they are already updated throughout the mortgage/protection process via 365. For that client, HomeBuyer is effectively a duplicate service which confuses them / information overload. I've attached an example, perhaps there could be an alternative email without referencing HomeBuyer?
And broadly speaking, having control over communications sent to clients is important to us.
5 votes -
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
1 vote -
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.
1 vote -
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.
1 vote
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