139 results found
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Fact Find Button is too easy to press by Accident
invite button to the portal is for example when sending a Factfind, but this happens at any stage when sending invites to the clients for the portal. It is easy to do by accident and isn’t something that can be taken back.
1 vote -
Specific customer data pulls
We need to access specific reports for our data that we can select the field and the dates required.
1 vote -
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.1 vote -
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.
1 vote -
Fact Find Download in Word Format
Fact Find Download Format: Can there be the option to download as an editable Word document? For those clients who prefer not to work via Smartr.
1 vote -
Missing tokens for Suitability report
Missing tokens for Suitability report -
- the months of the term
- the term of the product1 vote -
complete address
The system should be updated to ensure that it pulls through the village from the post code search.
1 vote -
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
1 vote -
Adding email lender updates within the documents file
Adding email files and a section with lender updates to the document section.
1 vote -
When we send the Fact Find document, we can amend/edit it to make it more personable.
To change the automated message for the Fact Find invite or make it editable.
1 vote -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
1 vote -
GDPR Declaration has to be dated, signed a name printed before being able to complete the Fact Find.
GDPR Declaration to be populated before being able to pass through Fact Find.
1 vote -
priorities tasks
Having a method to prioritise tasks, such as using colour codes or labels like P1 and P2, can help ensure that important tasks are not overlooked and dealt with speed.
1 vote -
Task View (NPW)
When a case is NPW, is there a way to remove the tasks or remove from ongoing task view.
1 vote -
Solicitor Reference
Can we add an area within the solicitor details for a reference number?
1 vote -
ADD button that allows notes for customer to be viewed in any linked cases
NOTES- CREATE a tab that allows users to view all case notes for the customer rather than specific to case ID
Example- keyed notes when doing mtg fact find for cstmr re her sick pay arrangements, now in protection I need to see these notes and it would be ideal to simply be able to click " SEE ALL NOTES" for relevance
1 vote -
Will Referral
Add the facility to log Will Referals to the system and chase through
1 vote -
Training session length should be longer
for new advisor training - first 4 sessions should be 1 hour longer than 30 mins.. it was like roller coaster for the advisors- couldn't get it at all.
1 vote -
Business Bank Statements Option
Business Bank Statements as a drop-down option in the financial documents section
1 vote -
LESS CLICKS AND SCROLLING
Can you design this better so there are less clicks and scrolling up and down to find and input information for a better user experience.
It was also make it a lot easier to find information.
My actual wrist is aching from continuous clicking and scrolling!!1 vote
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