212 results found
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Title on Case Summary
Please could you include the clients title on the case summary page so we know if its a Mr/Mrs/Miss or Ms
1 vote -
Task View
Task - New task View - Active task no longer visible when you open the task bar. This is not how we work here at KFH. Not suitable for us.
1 vote -
Separation and Section in the Notes
system allowed us to have these sections and was very efficient on the admin side. Otherwise notes can get confusing.
Separation in the notes to allow it to be in sections
1 vote -
Fact Find Button is too easy to press by Accident
invite button to the portal is for example when sending a Factfind, but this happens at any stage when sending invites to the clients for the portal. It is easy to do by accident and isn’t something that can be taken back.
1 vote -
Employer benefits within the protection section
Employer benefits within the protection section as existing policy. When using the Protection tab/section currently there is no field for adding employer benefits such as death in service or sick pay. There is a section to add this in the client fact find under income however it would be useful if this could be synchronised to a new field under existing policies in the protection section so one can have an overview of client’s total existing cover all in one place.
3 votes -
Specific customer data pulls
We need to access specific reports for our data that we can select the field and the dates required.
1 vote -
FACT FIND improovement
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.2 votes -
Filter notes to so can remove Automated notes
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 -
Fact Find Download in Word Format
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 -
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.
8 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..
4 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
9 votes
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