183 results found
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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 -
Mortgage Amount Outstanding can be 0
Mortgage Amount Outstanding can be 0
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 -
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.
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 -
Breakdown of monthly expenditure in Financial Overview screen
Please can a breakdown of the figures used to make up the 'expenditure monthly' on the Financial Overview screen be provided as it's very difficult to work out how it has been arrived at. Is the ground rent and service charge on a let property included???
It seems to be double counting pension contributions (as they are often already deducted at source, but may still be listed in the pensions section by the client).2 votes -
Company branding on Homebuyer app
Company branding on Homebuyer app
2 votes -
LTV on summary page and mortgage page
LTV on summary page
2 votes -
Filter notes to so can remove Automated notes
In the notes Section we need a filter so we can remove the automated notes to just the notes we write. This will make easier to get rid of the auto notes which we dont need to see.
2 votes -
TOB option under Compliance Documents
Add TOB option to Compliance documents under Document store. As we have to manually add the TOB would be great to have that option there to easily identify the document.
2 votes -
Missing tokens for Suitability report
Missing tokens for Suitability report -
- the months of the term
- the term of the product2 votes -
complete address
The system should be updated to ensure that it pulls through the village from the post code search.
2 votes -
Search by case number
Advisers should be able to search for a case by the case reference number. This functionality is available to COR, so why not for advisers?
2 votes -
more detailed budget planner option
Any chance we can get a more detailed budget planner on Smartr? This is one thing compliance have noted is a little too simplistic
2 votes -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
2 votes -
Premium frequency reporting
When running reports for Home Insurance, or Protection insurance that has been written, the report doesn not confirm whether the premium is paid monthly or Annually. For any home insurance policies that are written with a monthly premium we are required to report this to the FCA when completing our Reg Data returns. This would be extremely useful for the report to pick up whether the premium is paid monthly or annually.
2 votes -
equity release
Currently there is no way to mark a mortgage as equity release and therefore will not need to be remortgaged or transferred in future.
2 votes -
Include Introducer Details in Data Import
I would like to request a system enhancement which allows us to import data with a field for introducer.
2 votes
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