257 results found
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Anticipated retirement age to be automatic/defaulted
The retirement age for clients to be automatic using the governments website
3 votes -
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
Drop down bar to only show activate cases, not NPW or old Completed cases when the new Remo has been taken past pre offer.
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 -
Building in the completion fee into Smartr365, this way we can charge all our clients the correct fees at certain stages.
Building in the completion fee into Smartr365, this way we can charge all our clients the correct fees at certain stages.
2 votes -
building in the offer fee into the mortgages section of Smartr365. This would allow us to end all fees we charge clients at certain stages.
building in the offer fee into the mortgages section of Smartr365. This would allow us to end all fees we charge clients at certain stages.
2 votes -
Add in Weblink as a sourcing tool for Protection
Add in Weblink as a sourcing tool for Protection
2 votes -
Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
2 votes -
Date Moved to Address *
Please can we remove the feature on the address history section where it makes you put the date they moved into their current property, this is not needed and we often find we are needing to put a random date just to be able to save their current address.
2 votes -
Mortgage NPW - drop down added option
Please add options for, 'Mortgage redeemed' and 'client not responding' 'client arranged directly'
2 votes -
Building in a soft phone systems your clients with S365 that record meetings and transcripts
Building in a soft phone systems your clients with S365 that record meetings and transcripts
2 votes -
Search bar to able to differentiate between Case ID and mobil number.
Search bar to able to differentiate between Case ID and mobil number.
2 votes -
Adding Wills as its own tab ( like protection and B&C) in Smartr365
Adding Wills as its own tab ( like protection and B&C) in Smartr365
2 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 mortgage2 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?
2 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 -
Add homemaker to drop down box for employment
Please can you add in HOMEMAKER as a dropdown option for partners/wives/husbands who don't work and are homemakers. The only option is unemployed at the moment is unemplooyed and this is technically not correct as a lender will decline a case where the client is unemployed. Thanks
2 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?
2 votes -
dependant's date of birth
Would that be possible to keep the dependant's date of birth on the fact find once the case has been created. Every lender asks for this details and those cases we put on the system 2 years ago and remortgaging now, this data is no longer visible there and it is so very annoying.
Thank you2 votes
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