276 results found
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ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
4 votes -
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date.
Have validation for follow up date when moving a case through the journey, so its a reminder to wipe the old follow up date
4 votes -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
4 votes -
Residential Status
Residential Status - please add Living with partner or Co-habiting as the list options do not cater for this status. Thank you
4 votes -
Gross/Net Proc Fees
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.
4 votes -
Notes
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 -
Visa questions
Visa questions should be updated with pre-settled, settled & indefinite leave to remain and expiry dates if applicable..
4 votes -
ONS data
As most lenders now use ONS figures to pre-populate their application process would it not be a great move to pre-populate the expenditure tab. Other platforms have integrated this and it would really tally in from a compliance point of view
4 votes -
Layout
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 -
CASE ID
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 -
MORTGAGE SVR RATE
Why does it not save the SVR rate when pulling back information on mortgages?
4 votes -
Include Additional Business Protection Types
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 -
Additional Fact Find Fields
There should be a section in the Fact Find to record client's 'Maiden Name' and 'Employer Contact Number'
4 votes -
Having a total for the credit commitments , that is seperate form the disposable out goings
this way i can see a fast total of how much credit they have outstanding.
3 votes -
Having admin attached to a case
Having admin attached to a case , the same way a mortgage adviser is
3 votes -
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
3 votes -
Only send renewal emails on cases that are at remortgage status.
Only send renewal emails on cases that are at remortgage status. We do have remortgage cases where the clients contact us prior to the renewal email going out. If we then change the status of the case from remortgage to something else,this indicates that we are already dealing. The system should look at the case status, as well as the remortgage contact date.
3 votes -
Multiple Properties to one mortgage case
We would like to be able to add more than 1 property address within a mortgage case.
We action portfolio mortgages with multiple under one mortgage3 votes -
Being able to lock down specific cases from admin
Being able to lock down specific cases from admin, Eg if I have my personal mortgage on the platform I don't want anyone to see this,
3 votes -
Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
3 votes
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