257 results found
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new job, make previous job an automatic drop into employment history
CHANGE SYSTEM - when new job keyed, automatically make the former drop into employment history
9 votes -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
8 votes -
EPC
In the new mortgage leads, property section, there should be a question about the EPC rating for the property as this is becoming increasingly relevant when sourcing deals.
8 votes -
Sub accounts
Ability to add sub accounts to a mortgage as some mortgages now have a number of sub accounts on diffrent rates and rate types
8 votes -
Residential Status
Residential Status - please add living with partner.
8 votes -
Employer details
Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.
6 votes -
Remortgage an unencumbered property
Hi,
Currently we are doing a remortgage on a mortgage-free property to raise equity for home improvement. Your system is not designed to highlight this properly in the mortgage section and asking for the current outstanding loan amount in order to submit an ENBS. When I put £0 the ENBS comes back with an error. When I put £1 the ENBS goes through and it is working.
It is just annoying why do I have to put £1 when the clients property is mortgage-free6 votes -
New Mortgage Loan Amount for Remortgage Application
new mortgage requirement for remortgage application. There must be an option to include new mortgage loan amount. Currently the option on smartr365 is outstanding loan amount. Generally, if client wish to reduce loan with some additional payment.The outstanding loan amount will be different from new loan amount.
6 votes -
Stop inviting clients to HomeBuyer when already onboarded with Smartr365
Please can you provide the option to turn off emails inviting clients to the HomeBuyer app. Especially when the client has created an account with Smartr365, they are already updated throughout the mortgage/protection process via 365. For that client, HomeBuyer is effectively a duplicate service which confuses them / information overload. I've attached an example, perhaps there could be an alternative email without referencing HomeBuyer?
And broadly speaking, having control over communications sent to clients is important to us.
6 votes -
Distribution List
I would like to be able to create and download distribution lists using a variety of parameters to assist in creating mailshots etc. I understand I can currently request this data from Smartr but I'd rather have the ability to do it myself, make amendments etc.
6 votes -
Remortgage an unencumbered property
Dear Team,
Could you please design your system is a way that it won't ask unrelated questions:
I am working on a mortgage case where the property is mortgage free and we are raising equity. When I select at the mortgage section that it is a remortgage, the system assumes that the client has a mortgage already and asking me to put a figure in when I am submitting the ENBS otherwise leaving this blank it won't let me submit the ENBS.
I think the best solution would be to create an option as Remortgage-unencumbered property to raise capital so…5 votes -
Property Portfolio
On the existing properties page, I would like to see a summary of the portfolio without having to click into each property individually. When submitting any case where the applicants own more than 1 property we are required to provide details of the portfolio i.e mortgage balances outstanding, value of the properties, mortgage liabilities and rental income. So being able to see all of those figures, and a total at the bottom of the screen would significantly increase the time it takes me to submit cases.
5 votes -
Document order
Under documents. Please can you make is under section section so that we can put the documents in alphabetical order
5 votes -
Admin Assistant email signature
When an admin assistant sends an email, system generated or not include a footer that mentions that the email was sent by the admin on behalf of the adviser.
E.g.
Many thanks,
John Smith (admin assistant) on behalf of your adviser Jane Doe5 votes -
Colour system to show the new remortgages
Colour system to show the new remortgages that are due and will need to be contacted.
5 votes -
Solar panel questions in factfind
Solar panel questions are coming up more regularly now when seeking lenders, it would be ideal to have a couple of questions on solar panels in the property section of the factfind, e.g Does your home have solar panels, if yes are they leased or owned, are they certified etc
4 votes -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
4 votes -
Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.
Adding is the Client vulnerable on to the protection side of Smartr365, including the reports and Suitability Report.
4 votes -
ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
4 votes -
Solicitor details on Summary page
For a Mortgage - please display the solicitor details on the case summary page. This would save the administrator having to go into the case to find the details when chasing mortgage cases. Thank you
4 votes
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