303 results found
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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 -
Ability to control the salutation/name emails from the system get sent to
Ability to control the salutation/name emails from the system get sent to - we would like the platform to use the name listed in the 'Known as' field rather than their actual first name in the field above
4 votes -
Add Future Budget Planner to Outgoings Section of the Fact-find
Include these following fields, to be filled out by the client on the Homebuyer app as part of the Outgoings section after credit commitments
New mortgage budget (Monthly mortgage budget)
New Mortgage and Life Protection (Life and Critical assurance, income protection, sickness and redundancy cover) - should be monthly budget allocation
New buildings and contents insurance budget (monthly budget for GI)
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.
4 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.
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 -
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
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