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  1. Residential Status - please add living with partner.

    6 votes

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    1 comment  ·  Admin →
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  2. 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

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  3. 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

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  4. 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

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    under review  ·  1 comment  ·  Admin →
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  5. Required an option to add employer contact number. It is mandatory for Halifax and some other lenders.

    5 votes

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  6. 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-free

    5 votes

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  7. 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.

    5 votes

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  8. Under documents. Please can you make is under section section so that we can put the documents in alphabetical order

    5 votes

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    planned  ·  1 comment  ·  Admin →
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  9. 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 Doe

    5 votes

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  10. Colour system to show the new remortgages that are due and will need to be contacted.

    5 votes

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  11. Can we add a colour bar and a bolding bar to the notes section so if we need to make something stand out we can bold or colour this

    4 votes

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  12. From a paraplanning point of view it would be much quicker and easier if we could see the gross and net income on the front screen without having to click into the employment all the time and scroll. All that blank space underneath “add current employment” is completely wasted when it could contain necessary snapshot information.

    Also, it would also make more sense for the Smartr logo on left hand side, and my name and role, to be at the bottom (I know who you are and I know who I am!) so we don’t have to keep scrolling down…

    4 votes

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  13. It would be very helpful to have the case ID on the homepages/cases so we can select the correct case rather than searching through the drop downs, especially when the clients have various properties and protection cover.

    4 votes

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  14. Why does it not save the SVR rate when pulling back information on mortgages?

    4 votes

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  15. There are two business protection cover types that we deal with that are not included on the drop down list in the benefits section: Executive Income Protection, Business Private Medical Insurance.

    On the business product options there is a further option that needs to be added which is called executive income protection. It is an income protection set-up though a limited company for employees. I quote for this a lot and needed to add one the other day but had to put it down as personal income protection, but it isn’t that product.

    4 votes

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  16. There should be a section in the Fact Find to record client's 'Maiden Name' and 'Employer Contact Number'

    4 votes

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    planned  ·  0 comments  ·  Admin →
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  17. Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date

    3 votes

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  18. Please add Joint Borrower Sole Proprietor as the application sub type.

    3 votes

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  19. You must have two coloumns in the proc fees. Gross as per the offer, Retention by the Club and the Net Recd. In this way at the end of the year we can see how much retention we have paid to the club/s as many clubs share 50% of the retention at the end of the year.

    3 votes

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  20. Could a general note tab be added to the Fact Find?

    3 votes

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