212 results found
-
Existing cover viewable on both client records
To be able to see all existing cover for clients on a joint case enough if accessed via other applicant.
3 votes -
Adding an existing client to a case
Can we just search using Surname when adding an existing client to a case rather than having to input email and tel number
3 votes -
To be able to create a case with just clients name and add contact details later.
Make it possible to create a client case without the need for email address and contact number. Allow this to be added after.
3 votes -
Include a Lender Spread Report
It would be good to see a clear lender spread and percentage of 2 year / 4 year deals etc. per adviser.
3 votes -
Select Different Buyer Type for Applicants on Joint Case
(First Time buyers, home-movers etc) – the Smartr system only allows you to put one status for both but in our case both individuals were different. One was a home-mover and the other was a first time buyer.
When it went into the Accord system the options were greyed out and we were unable to change this.
- In Smartr we put in ‘Purchase’ but we couldn’t differentiate between both applicants
- In Accord system – it came up as ‘Borrower with another lender’ which they are not – and we could not change this.
We ended up keying the…3 votes -
Anticipated retirement age to be automatic/defaulted
The retirement age for clients to be automatic using the governments website
3 votes -
Report query
When generating reports, the dates should be based on the completion date rather than the when the status was changed to completed otherwise it's completely pointless having a completion date tab. This has caused huge problems for us.
2 votes -
Add our own Case Statuses
Option to add our own case statuses and display/edit these directly in Workflow Builder
2 votes -
Bespoke System
Can the Smartr system be made bespoke specific to each firm. For example we do not deal with investment advice nor pension advice and we dont recommend Payment shield. Can these choices and tabs be removed from our system?
2 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,
2 votes -
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a stanard residential and remo.
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a standard residential and remo.
2 votes -
Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
2 votes -
Additional statuses
Can we have additional statuses.
For example , not proceeding with - I know you amend this via the summary but showing the status as not proceeding would be good.
Could we also add
advice given
no advice requiredThank you
2 votes -
Living With Family - Address History Dropdown
Living with family in address history
2 votes -
You should not be able to to Not proceed a case as easily as it happens, human error sometimes means cases are closed accidentally and we sh
You shouldn't be able to Not proceed a case so easily, human error dictates this is sometimes done in error and there is no going back. These cases should have the ability to be reopened (even if an explanation is needed). causes so much work to rekey and sort other stuff in the background - clients sometimes change their mind and if they come back we can't reopen cases
In addition there should be are you sure you want to close this case Yes/ No options as at the moment there is no fail safe.
2 votes -
Mandatory Red stars in Expenses
Add red stars for the mandatory fields in the expenses tab (ie. entertainment etc)
2 votes -
total repayment value
Add a tab to input the total repayment value on the mortgage information section. to allow it to pull through on the suitability letter.
2 votes -
Drop Down Boxes
Why have you restricted the drop down boxes so they only show 3 options at a time, it now takes longer to find and select the option.
2 votes -
Existing Mortgages Update with proc Fees Box
In existing mortgages, there is no option to add the proc fees recd. We are forced to put a renewal date in future. As an adviser we would like to put into the CRM everything from past to present and to future. Please update your software accordingly.
2 votes -
Retirement can be Primary Employment
Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'
2 votes
- Don't see your idea?