342 results found
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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
2 votes -
Income Types Do Not Match Halifax
Income breakdown on Smartr365 does not match that of Halifax, leading to incorrect borrowing figures.
Halifax have a lot of different categories (such as shift allowance) for income as below but Smartr does not – there is only an option for ‘Other’.
The income therefore is not treated incorrectly and the AIP gives an incorrect borrowing figure to what it should be.
I appreciate it would not be ideal for the Smartr software to have so many income categories however, if we had the option to edit the AIP before it gets submitted to the lender in their system, this…2 votes -
Letting agent details for BTL Remortgage
Buy to let remortgage applications. There is nowhere to enter the letting agents details, yet we need this information for ALL BTL remortgage applications
2 votes -
Remove the Follow up date box
Can you please look at adding:
1. THe Arrangement fee paid and amount to be added to the main summary page like you have done so with the LTV recently as this would be really handy
2. Please remove the need for a FOLLOW UP DATE Box - I have no idea why its there and its pointless and all we end up doing when sending a case in is putting the end date of the fixed rate scheme??1 vote -
Task View - Now Minimised.
The update from the 23rd August has changed the appearance of the tasks, these are now minimised. So you now have to click edit in order to see the full task. Please can the old view be restored. We work over 100 client files per admin within our dapartment and need to be able to see all info on each task as quick glance. This just makes out job longer
1 vote -
Search to include those with future f/up dates
Something has changed recently, and I don't like the way that I can't a) search a customers name and keep my filters and b) when I search a customers name it no longer shows all customers including those with a follow up date in the future. Is this a permanent fixture? It was better how it used to be.
1 vote -
Extra Home Insurance Referral Functionality
The home insurance referral function is great - its very quick and easy to use, however it's extremely limited in functionality. On a joint applicant case we need the ability to select which client wants to be contacted. We also need the ability the cancel the referral in the system. I have referrals thare are still ongoing, even though the cases have completed and the clients have confirmed they have arranged insurance elsewhere. In these cases, I am having to log in to Paymentshield and do a live chat - which defeats the purpose of having the functionality in the…
1 vote -
Fix the search for god sake
Can you please fix the search facility. It's been weeks and is making the platform unusable and our job harder
1 vote -
Current mortgage payment
Current mortgage payment is pre-populated in the existing mortgage section after completion. The mortgage payment for the new mortgage should be pre-populated NOT the current payment.
1 vote -
Current mortgage payment
Current mortgage payment
1 vote -
STOP CHANGING THINGS
Stop making ridiculous changes that completely hinder the compliance process. What do you mean I've just created a new case and have to go and input ridiculous dates to try and find the case now because you've changed it all. Put it back the way it was please and thank you
1 vote -
More obvious sign up button
Make the 'sign up now' box bigger and more obvious for clients when accessing homebuyer for the first time, currently they click get started and it comes up with the log in page, the sign up now is quite small in comparison and easily missed by clients I'm often having to guide clients through this.
1 vote -
ALL Tab to be added
Can an ALL tab be added along the choices next to Mortgage / Protection / General Insurance etc... so that when searching a clients name, regardless of what category of business they have, the name appears as this function seems to have recently been removed?? Previously when any name was searched under the Mortgage tab, the clients business with us appeared
1 vote -
Fix the search bar
I have no idea what you have changed in regards to searching clients but when I now type in a client surname they are not appearing, are you aware of this issue and if you are when will it be rectified as I cannot complete cases which is very frustrating
1 vote -
Complaint
Complaint: when I try to enter the mortgage lender in the product information screen the whole system freezes
1 vote -
add 'not applicable' to Constituent Country
Have an option for 'not applicable' under 'consituent country'. The reason why is because we deal with lots of expats and applicants living overseas. Therfeore if I accidently click England for example its then stuch there and I have no way of removing it, even if the applicant is living in Japan.
1 vote -
Home Insurance Overview
On Home insurances cases, on the case summary in the overview can you show if a policy is standard or accidental so we do not need to click into the edit section just to see this.
1 vote -
Second Charge
Add second charge loan amount to outstanding balance on Existing Properties screen
1 vote -
Improvement to the Credit Report Feature
The credit file also uploads the monthly payments and can also notify us if there is adverse credit present too?
1 vote -
tasks
can you stop tasks defaulting to "all" every time you click on tasks, and go back to "today" please.
1 vote
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