318 results found
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Current employment to employment history without having to re-enter details
is it possible for the current employment to be transferred automatically when we enter a new occupation without having to re-enter the employment in employment history tab
1 vote -
Experian- Allow only some users to have access to experian , not all users on the platform
Experian- Allow only some users to have access to experian , not all users on the platform
1 vote -
List the occupation as a field in the preview screen of the current employment section in the fact find under Income
List the occupation as a separate field in the preview screen of the current employment section in the fact find under Income, instead of having to always click into the entries to find out what the occupation is
1 vote -
Additional Case stage
Have a stage between Decision in Principle and Pre-offer processing once a case has been keyed but perhaps not sent over for administrative processin
1 vote -
Extracting Data For Marketing Purposes
Data Extraction for Marketing.
The CRM holds substantial data and I would like to know whether other users might like to be able to generate reports with variable parameters for marketing campaigns. For example whether creating a search for clients with the profile: self-employed, age "xx-yy" with dependents with or without life assurance or critical illness or clients with mortgages but without life assurance/critical illness. Ideally, the data retrieved could be uploaded into a marketing software such as Mailchimp.1 vote -
Multi household for income and expenditure
I would love to see the option to add multi household income and expenses, we have done a couple of JBSP or first mortgages with a guarantor which needs to show income and expenses of 2 households. If we had an option to use the same expenditure sheet but as a multi household this would be easier than adding everything into one. The two households may have very different spending habits and this could help the lenders assess this too.
1 vote -
Having the middle name shown all through the fact find, just incase we have a client who has the same name between clients
like Mohammed Jones , could be the son and father, but we cannot see the different on the fact find as it only shows first and last name.
1 vote -
Experian Credit report- being able to select which parts of the credit report go into the fact find.
Experian Credit report- being able to select which parts of the credit report go into the fact find.
1 vote -
Add an email template prompt every time a case reaches 'Decision in Principle' status similar to the email prompts that are sent when a case
Add an email template prompt every time a case reaches 'Decision in Principle' status similar to the email prompts that are sent when a case is after Pre-offer stages
1 vote -
Add a counter in the Experian Open Banking section which shows how many credits you have left over similar to the credit checks screen
Add a counter in the Experian Open Banking section which shows how many credits you have left over similar to the credit checks screen
1 vote -
1 vote
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Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
1 vote -
Update the Bonus and Commission fields in fact-find to clarify whether figure to input is monthly or annually or quarterly?
Update the Bonus and Commission fields in fact-find to clarify whether figure to input is monthly or annually or quarterly? It is not clear currently whether the adviser should input monthly/annually/quarterly commission or bonus figure in the fields. Also with Commission there is also a difference between regular and guaranteed commission which could also be clarified in this field.
1 vote -
Client access to documents once completed
Clients should still have access to documents on a completed mortgage case
1 vote -
Terrible technical support by the AI and the human.
Your support is horrendous. I wouldn't recommend Smart365 to any broker.
1 vote -
Ongoing Frustrating issue
Hello. we have been facing an ongoing issue accessing clients' dated acknowledgement documents wherein they have acknowledged the documents as i can see in the notifications.
this is a known error to Smartr and I have been contacted by Dayan re this but i am still waiting to hear any resolution or any communication for that matter. this is infuriating as this is affecting our business and increasing our workload and creating a backlog!
there should be a way to communicate with the support team via a phone call1 vote -
having the ability to add my own email template flow, so I can choose to send my own emails at certain times,
For example. I want to schedule an email at pre offer that says XX and is sent 7 days after the status has been updated.
It would be greta if these emails came from my email address and not the systems automated emails too!1 vote -
1 vote
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Uploading documents prompt before fact find completion
Hi There,
Trust you are well.
Client made a suggestion – After they fill in their fact find and it says fact find complete….can there not be a screen before to say upload supporting documents or a prompt asking them to upload documents – How easy or hard will it be to implement this?
Several clients fill in the fact find and do not upload documents even though I send them the video showing how to upload documents, which has helped.
Anyway you can make this more idiot proof?....see below from a client..1 vote -
Document store default order
Why have you changed the order of documents again, within the Folders in the Document store? I personally find in much easier if documents are displayed with the most current at the bottom rather than some random order where you have to search for the document you just uploaded!
1 vote
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