212 results found
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FACT FIND improovement
client's age/income etc is not coming up on suitability letter automatically, you can look in to this.
We often get more than 2 applicants' you must design an option to ad up to 4 applicants as minimum.
The Factfind notes- it helps if inword or pdf file rather a csv format.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 -
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 -
Add solicitor's address in "Solicitor & Agent Information" section of Smartr!
Display solicitor's address in the mortgage - Solicitor & Agent Information section of Smartr! Very inconvenient that we can only see the full address of the solicitor when going into settings. Please action this asap.
2 votes -
Protection - Smoker categories
In the protection section where it asks for smoker or non smoker, I would like to see more detailed questions, like - non smoker never smoked, non smoker date quit. This would be useful when approaching protection companies.
2 votes -
Self Employed income to put through to Sourcing tools
Self Employed income to put through to Sourcing tools, as of right now I have to rekey into 27 Tec , even when put into Smartr365 Fact find
2 votes -
Add 'No Contact' to reasons for not proceeding
for not proceeding case, it would be useful to have 'NO CONTACT' within the drop down box for 'select a reason'. I have to close leads down where i can no longer get hold of a client and the other options do not really cover this point.
2 votes -
Current Residential Address Error
When ticking the current address box to update the current address to a new residential mortgage. It doesn't save the changes and still keeps the old address.
2 votes -
Referral Commission Field
A field is required to capture commission that originates from referrals. It would be useful if there was a drop down menu to select what service the referral was for: Survey, Specialist Property Report, Wills, EPC, Lease Extension, ILA, other. The commission needs to feed into the reporting.
We cannot use the existing Miscellaneous Fee field for this as we already use it for our broker/adviser fees which are always split for payment on application and then on offer.
The field will need a date paid box as per other fee fields.2 votes -
Documents
Documents available on all cases/opportunities. When clients have multiple properties, finding documents can be difficult. Would also be a good option to have a box available, to confirm we have ID on file for that client. Could also have the expiry date available.
2 votes -
Contract Workers
Please could an option for Contract Workers be added to the Fact Find with a box for when the contract started and will end and also a sub heading drop down for if the client is an employed contractor or self employed contractor.
Thank you
2 votes -
Pull existing property expense data through to client outgoings
Mortgage and Council Tax data from the "Existing Property" fields of the factfind are not being pulled through to the clients outgoings, resulting in re-keying data.
2 votes -
Group Deleted Documents in Doc Store
Separate deleted documents in the document store into their own group so they don't clutter the view of documents. These documents could come under an expandable label titled "Deleted Documents"
2 votes
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