318 results found
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Home Insurance Should Not be Under Protection Heading
Home Insurance comes under the protection heading when adding a new client which is mis leading to clients as it's not Protection, it's GI and in a long way round affects how I pitch my clients.
1 vote -
More Information Should be Included on Workflow Tickets
Workflow tickets should include additional information to help identify correct case.
1 vote -
Data Import Should Not Affect Number of New Leads in Reports
Stats-wise it would be nice to know that this high 'New Lead' figure was as a result of an import.
1 vote -
Improve Error Message
When trying to Transfer a Protection case, the error message isn't clear that you need to Refer, and makes it seem like the error lies with the user's role(s). Smartr365 should either have one option for transfering all cases (regarless of Mortgage or Protection) or reword the error message to make expected action more clear.
1 vote -
Additional Information Needed in Experian Credit Files
The Experian Credit File needs to include:
CCJs / dates of CCJs / CCJ payments / How much CCJs are for / Who CCJs are with / details of any defaults (who with and when)
* Plus the same for any bankruptcies.This information is included in credit files direct from Experian and from other providers.
1 vote -
Change 'Completion of Remortgage Date' label to 'Completion Date'.
The completion date for a purchase is labelled "Completion Date" but for remortgage products, it's labelled "Completion of Remortgage Date" This refers to the date of completion for the current product, but because the labelling is different and somewhat misleading, and could be interpreted as the expected completion date for the future remortgage.
This has a knock on effect for reporting.
1 vote -
Add applicants surname and other details to case heading
Currently we can see the applicants first names on the case heading at the top, this is great but can we please have the applicants surnames, DOBs and current residential address too? This will save us having to siwtch between different screens to find this basic information out. thanks
0 votes -
Reporting on Employment type
Can we enable reporting on employment type?
0 votes -
Search enhancement
search using a limited company name for BTL mortgages instead of borrower name.
It makes it difficult remembering borrower names and best to search for SPV name instead
0 votes -
Vulnerability/Tailored Support Section
- Is there a way we can a Vulnerability section when completing a customer Fact Find and this can pull through to the next sections such as the protection and suitability letter.
0 votes -
Problem with Saving Passport and Employment Information
We are facing an issue when entering the Passport Number and Issuing Country. The system does not allow the client to save the data after these fields are filled. Additionally, at times the system also does not allow entry of current employment details.
0 votes -
Email Preview
Show a preview of the email before it is sent
0 votes -
Ability to download notes as part of Fact-find download
Ability to have notes downloaded as well as part of the Fact-find that is downloadable
0 votes -
Solicitors
It would be useful to be able to see full solicitors details on the case including postal address
0 votes -
Whatsapp intergration and back and forward button for cases
hi two things I would love.
On a case summary having a button that allows me to either send a whattsapp message direct to the client that then auto loads into notes.
Secondly a next and previous button on the case summary so I can move between cases.0 votes -
Notifications
- Notifications not opening task itself, but just tasks section
- Mark all as read works opposite way and marking all UNREAD
0 votes -
a
Make the new case info box bigger or when you click outside off the screen it doesnt close - which then needs to be re-entered
0 votes -
income summary
i would love for the income page to show the gross income without having to open it all up :)
0 votes
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