342 results found
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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 -
Date of Ownership
Date of Ownership - this should be pre-filled into Existing Property when completed to avoid re-typing.
3 votes -
Having a texting services built in like Whatsapp for communications
Having a texting services built in like Whatsapp for communications
3 votes -
Current employment to employment history without having to re-enter details
is it possible for the current employment to be transferred automatically when we enter a new occupation without having to re-enter the employment in employment history tab
3 votes -
Add option for Self-build in the additional product type field within the Mortgage information section on a case
self-build mortgage is a type of home loan designed for people who are building their own property, rather than buying an already-built home from a developer - it would be great to have this option under additional product type within Smartr365 as advisers tend to come across cases which fall under this category
3 votes -
ability to filter Document store files by uploaded by client versus adviser
ability to filter Document store files by uploaded by client versus adviser
3 votes -
Property Portfolio
On the Property portfolio screen, can you show property value, mortgage balance, monthly mortgage payments and rental income without having to go into each individual property. Also, if you can summarise the total value of the properties, total value of mortgage balances this would be extremely helpful when keying BTL mortgage applications.
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 -
Using applicant's preferred name
The fact find asks what the Applicants are knows as, yet, when automated messages are sent by the system, that name is not used. Many people choose not to use their first names so why can't the system address them by the name they prefer?
3 votes -
default remortgage date
Currently the system requires the adviser to key in the date . Can this be defaulted to the recommended product end date with the ability to edit?
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
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