303 results found
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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 -
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 -
Employment Telephone number
Can you add telephone number to work employment secion as a number of leners like to capture this
2 votes -
Bespoke System
Can the Smartr system be made bespoke specific to each firm. For example we do not deal with investment advice nor pension advice and we dont recommend Payment shield. Can these choices and tabs be removed from our system?
2 votes -
Self Emloyed income tidy up
Please could the self employed sections be updated to reflect what is required by lenders:
For sole trader the only information required is net profit.
For LTD company directors it is more complicated: We need Profit (Gross & Net), salary and dividend
the other fields just complicate and confuse the issue. It is important to add a notes section to the self employed section (why is this missing?) for those times where something else is needed.2 votes -
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a stanard residential and remo.
Having commercial and bridging as their own buyer type, as they have a different processes /email updates to a standard residential and remo.
2 votes -
Additional statuses
Can we have additional statuses.
For example , not proceeding with - I know you amend this via the summary but showing the status as not proceeding would be good.
Could we also add
advice given
no advice requiredThank you
2 votes
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