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  1. The Time Out time when we have to log in is to short it needs to be extended. I don't leave my desk all day, but I feel I am constantly having to log in

    2 votes

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  2. Make it possible to create a client case without the need for email address and contact number. Allow this to be added after.

    2 votes

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  3. (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…

    2 votes

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  4. Income breakdown on Smartr365 does not match that of Halifax, leading to incorrect borrowing figures.
    Halifax have a lot of different categories (such as shift allowance) for income as below but Smartr does not – there is only an option for ‘Other’.
    The income therefore is not treated incorrectly and the AIP gives an incorrect borrowing figure to what it should be.
    I appreciate it would not be ideal for the Smartr software to have so many income categories however, if we had the option to edit the AIP before it gets submitted to the lender in their system, this…

    2 votes

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    under review  ·  1 comment  ·  Admin →
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  5. Buy to let remortgage applications. There is nowhere to enter the letting agents details, yet we need this information for ALL BTL remortgage applications

    2 votes

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  6. The retirement age for clients to be automatic using the governments website

    2 votes

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  7. For example, to refer a protection case for an existing mortgage client, you first need to access the mortgage case, add a new protection policy, navigate back to the cases screen, identify the correct new product from the list, then click the three dots and refer.

    It would be much easier if you could simply add the new policy, access it, and click a refer button within the case summary screen to refer it to another adviser.

    1 vote

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  8. 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.

    1 vote

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  9. Ability to rearrange order in Doc Store is a nice idea, but does not work! I put the documents in the order I want to see them, fine, but as soon as I add another document or amend the visible toggle it revert to the default setting again! I am having to constantly reset the order to the one I want

    1 vote

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  10. Filters in tasks stays after navigating away, but they doesn't apply in reality.
    For example I have chosen myself and another employee, but after navigating back it still shows 2 filters, but 0 tasks (I have 0 tasks for today, while another employee filtered still got tasks for today)

    Also, doesn't seem from my end to see any way to set priorities (or I haven't found it yet)

    1 vote

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  11. Why under the Protection Review Discussion - does the OTHER dropdown not work anymore? Please can you rectify this.

    1 vote

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  12. When making amendments to the suitability letter, we are unable to go back and undo mistakes. Which means we have to start again from the beginning if it hasn't been saved. Or if saved unable to undo something.
    Having an undo/back button would be great.

    1 vote

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  13. Add a tab to input the total repayment value on the mortgage information section. to allow it to pull through on the suitability letter.

    1 vote

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  14. Mortgage Amount Outstanding can be 0

    1 vote

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  15. 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.

    1 vote

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  16. INCOME

    when a customer notifies of a new job, offer the option to make previous employment captured to be recorded under employment history.

    Presently necessary to double key by adding the data to employment history box and remove from current

    1 vote

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  17. It would be helpful to be able to download a hard copy of documents with confirmation of the date and time of the clients acknowledgement.

    1 vote

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  18. Where an applicant is retired, it should be possible to 'flag' this as 'Primary Employment'

    1 vote

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  19. Not a fan of the new way the mortgages are laid out and we fill out the info (Mortgage size etc, sols). The previous layout system was much better, this new one flicks about too much between different aspects. No clear route

    1 vote

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  20. ADD BOX - INCOME
    Homemaker amongst options

    1 vote

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