335 results found
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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 -
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.
0 votes -
You’ve now got all the details needed to raise the ticket: Rameez Hussain: rajar3922@gmail.com / 07492908917 Shafia Arshad: Shafia.arshad27@
You’ve now got all the details needed to raise the ticket:
Rameez Hussain: rajar3922@gmail.com / 07492908917
Shafia Arshad: Shafia.arshad27@gmail.com / 07938166989
Just confirm one thing so the ticket is complete: are you searching in Cases or Workflow?
case search please0 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 -
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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