342 results found
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Being able to mark residential cases as regulated or non regulated.
Being able to mark residential cases as regulated or non regulated.
5 votes -
Email notification when a new introduction is made
When a new client is referred using the introducer system, an email notification is automatically sent to the adviser so they know immediately that a new client has been introduced and needs to be contacted as soon as possible.
This matters because speed is everything when dealing with new enquiries. The quicker an adviser makes contact, the better the client experience, the higher the conversion rate, and the stronger the relationship with the introducer.
Without an instant notification, referrals can sit unnoticed, leading to delays, lost business, and frustration for both the client and the referring partner.
By implementing automatic…
5 votes -
Reducing the loan on re-mortgage
Reducing loan - additional borrowing/further advance can be added to case however there does not appear to be the ability to input sums being reduced from the existing loan for re-mortgage where the applicants may have a sum of money they wish to use to reduce the loan. Can this be added please?
5 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
5 votes -
Company branding on Homebuyer app
Company branding on Homebuyer app
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 -
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 -
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.
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
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