183 results found
-
Self Employed income to put through to Sourcing tools
Self Employed income to put through to Sourcing tools, as of right now I have to rekey into 27 Tec , even when put into Smartr365 Fact find
2 votes -
PS - Advice details: Impersonation check details completed - character limit must be longer
PS - Advice details: Impersonation check details completed *
This section is a problem.
I just used the words ‘existing clients’ and this is ok – but anything further. No go.
1 vote -
Drop down menu
Would it be possible for the B&C insurance drop down to show which property the file belongs to?
I have a landlord with multiple properties that I have arranged policies for & it would be much easier if I could identify each from the drop down.
I would say I expect the same for any protection written would be useful.1 vote -
Add 'No Contact' to reasons for not proceeding
for not proceeding case, it would be useful to have 'NO CONTACT' within the drop down box for 'select a reason'. I have to close leads down where i can no longer get hold of a client and the other options do not really cover this point.
2 votes -
Search via lender ref, mortgage a/c no and address
Hello,
I think it would be a good idea to be able to case search via lender ref, mortgage a/c no and address. We get updates from lenders and solicitors in various different ways including this and it would help find the case quicker and more efficiently.
When looking for cases when the commission has not been able to be released it would be much easier to search for the correct case to match it with this way too.
Thanks :)
13 votes -
Allow solicitor details to be editable by super users
Allow all fields within Solicitors section to be fully editable by firm superusers to allow changes to be made such as correcting mistakes, or when solicitors move from one firm to another, change their names, numbers, office locations, email addresses etc. Currently far too restrictive and lacks ability to deal with real-life requirements
15 votes -
Residential Address Fact Find
When a residential mortgage completes, it now gives you the option to update the clients address to the new property, but this only updates the address on the summary page and not in the Fact Find. It would be useful if this was pulled through to the Fact Find.
11 votes -
Current Residential Address Error
When ticking the current address box to update the current address to a new residential mortgage. It doesn't save the changes and still keeps the old address.
2 votes -
Tutorials need to 100% completed for future users.
The system tutorial is incomplete, for example when going through on the interlife advisor portal, the workflow navigation didnt provide any instruction but indicates that i have completed the walkthrough.
1 vote -
Layout
From a paraplanning point of view it would be much quicker and easier if we could see the gross and net income on the front screen without having to click into the employment all the time and scroll. All that blank space underneath “add current employment” is completely wasted when it could contain necessary snapshot information.
Also, it would also make more sense for the Smartr logo on left hand side, and my name and role, to be at the bottom (I know who you are and I know who I am!) so we don’t have to keep scrolling down…
4 votes -
Valuation Date Field
Field required to capture the valuation date
1 vote -
Referral Commission Field
A field is required to capture commission that originates from referrals. It would be useful if there was a drop down menu to select what service the referral was for: Survey, Specialist Property Report, Wills, EPC, Lease Extension, ILA, other. The commission needs to feed into the reporting.
We cannot use the existing Miscellaneous Fee field for this as we already use it for our broker/adviser fees which are always split for payment on application and then on offer.
The field will need a date paid box as per other fee fields.2 votes -
Admin Assistant email signature
When an admin assistant sends an email, system generated or not include a footer that mentions that the email was sent by the admin on behalf of the adviser.
E.g.
Many thanks,
John Smith (admin assistant) on behalf of your adviser Jane Doe5 votes -
Documents
Documents available on all cases/opportunities. When clients have multiple properties, finding documents can be difficult. Would also be a good option to have a box available, to confirm we have ID on file for that client. Could also have the expiry date available.
2 votes -
Search using policy reference numbers
search for a case using policy reference numbers
11 votes -
Existing cover viewable on both client records
To be able to see all existing cover for clients on a joint case enough if accessed via other applicant.
3 votes -
Filter notes
Ability to filter through notes
1 vote -
Adviser/Introducer
Hi
I deal with the finances for my company and something that I would find useful is on the preview screen when you search for a customer, it comes up with Introducer (Negotiator) but doesn't show the adviser dealing with the case.It is very often the same person, but on occasion it isn't so I have to click in to each one to check who the adviser is on a case before paying them.
I would find it useful if the adviser was listed either instead of or in addition to the Introducer on the preview page.
1 vote -
Contract Workers
Please could an option for Contract Workers be added to the Fact Find with a box for when the contract started and will end and also a sub heading drop down for if the client is an employed contractor or self employed contractor.
Thank you
2 votes -
Pull existing property expense data through to client outgoings
Mortgage and Council Tax data from the "Existing Property" fields of the factfind are not being pulled through to the clients outgoings, resulting in re-keying data.
2 votes
- Don't see your idea?