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167 results found

  1. Ability to filter through notes

    1 vote

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  2. 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

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  3. 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

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  4. 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

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  5. Separate deleted documents in the document store into their own group so they don't clutter the view of documents. These documents could come under an expandable label titled "Deleted Documents"

    2 votes

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  6. Hi All, Would it be possible to add broker fees to the MI and Dashboard please.

    2 votes

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  7. 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 text

    1 vote

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  8. 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

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  9. 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

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    planned  ·  0 comments  ·  Admin →
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  10. Can we just search using Surname when adding an existing client to a case rather than having to input email and tel number

    3 votes

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    1 comment  ·  Admin →
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  11. Emails in notes to tell us what email was sent out, not just that an email has gone.

    1 vote

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  12. That the app be fully functional for uploading documents and acknowledging documents

    1 vote

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  13. 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

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  14. 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.

    6 votes

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  15. Why does it not save the SVR rate when pulling back information on mortgages?

    4 votes

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  16. 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

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  17. Be able to review who has created a task, who has removed a task and who has viewed a task

    1 vote

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  18. 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

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  19. 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

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  20. Colour system to show the new remortgages that are due and will need to be contacted.

    5 votes

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