330 results found
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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 -
BMI calculator in protection fact find section
BMI calculator
1 vote -
Change time to remortgage email to have more uniform/consistent font sizes and style
Change time to remortgage email to have more uniform/consistent font sizes and style
1 vote -
I would like to have an additional area in the case overview section to show an application number for each case.
I would like to have an additional area in the case overview section to show an application number for each case. I feel this would be a great addition for when we need to get this to a lender whilst on the phone without having to go through documents or notes.
1 vote -
Add Solicitor details to the summary page , and manage columns.
Add Solicitor details to the summary page , and manage columns, this would help when we need to chase the solicitor, which means you can just call them rather than have to edit the mortgage.
1 vote -
Experian Integration
When experian pre populates my fact find...
- Define the loan type correctly, at the moment it says other every time
- Monthly payment never pulls through, would be great if that could populate
1 vote -
How to add CIDD
Hi, I am trying to work out how to send out the CIDD. Can you guide me through how to add the CIDD template?
1 vote -
Access to solicitor details
Make it easier to see who the clients solicitors are
1 vote
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