257 results found
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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 -
Company branding on Homebuyer app
Company branding on Homebuyer app
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 -
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 -
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 -
Living With Family - Address History Dropdown
Living with family in address history
3 votes -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
3 votes -
solicitor details
i updated the solicitor address a few days ago on 365. today i was doing an app. i needed to enter the solicitors address. 365 shows the name and not the address. so there was no point in updating the system a few days ago. so it would be useful that i can see the solictors address on the system.
3 votes -
General note tab
Could a general note tab be added to the Fact Find?
3 votes
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