303 results found
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To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
3 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.
3 votes -
Customisable fields- Add Offer Issue date as a mandatory field on the customisable workflow
I want to add ‘Offer Issue Date’ as a mandatory field using Create Your Workflow. It doesn’t current appear under ‘Select Fields’ though as below.
3 votes -
Notify us when documents are uploaded
Automatic notifications when clients upload documents - better to be notified every time rather then when a client chooses to
3 votes -
Affordabilty Assessment within Smartr - Mortgage Broker Tools
Build in an Affordabilty Assessment into Smartr so I can complete the fact find and at the end of it will be instantly able to provide the client with how much lenders will lend them based off there circumstances. I personally use Mortgage Broker Tools as I find it the most comprehensive and accurate therefore end up dual keying the information which I would like to avoid
3 votes -
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 -
Include 'Valuation Reports' in Document Type Drop-Down
There is no option for 'Valuation Reports' and 'EPCs'. These documents need to be stored as 'Other' but they should be included as drop-down options.
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 -
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…
2 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?
2 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
2 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.
2 votes -
2 votes
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ONS integration with budget planner
It would be beneficial for the budget planner to integrate with ONS data, enabling it to generate estimated living costs tailored to the number of applicants and their financial dependents.
2 votes -
Emails sent by system to show in notes tab like they used to be.
Bring back the note to confirm what emails have been sent automatically but the system. I chased helpdesk to see where they had gone and received this back .
From speaking with my team, they mentioned that the time to remortgage emails trail may have previously appeared in the notes section but this has not been the case for several months now. Currently on the system there is nowhere where we store a trace of the time to remortgage email that gets sent out, the best (and only current) way to track this would be by checking your own email…
2 votes -
New cases - too easy to lose data input
Stop the way, that if you click anywhere outside the data entry screen when inputing new clients/cases you lose everything and you have to start again. It should stay open and have a next or cancel button.
2 votes
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