342 results found
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Select Different Buyer Type for Applicants on Joint Case
(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…3 votes -
Anticipated retirement age to be automatic/defaulted
The retirement age for clients to be automatic using the governments website
3 votes -
Be able to edit Contact Date in a Completed Mortgage without changing Status
Be able to change Contact Date in a Completed Case without having to change the Status backwards, save, make the edit and then re-Completing after edit. In a similar way that the Proc Fee fields can be edited in a Completed case.
2 votes -
Mortgage term being transferred from current mortgage to new mortgage
The existing mortgage term automatically goes into the new mortgage. What if they are reducing or increasing this
2 votes -
Document Deletion
A delete all button. Sometimes clients upload several incorrect documents and I have to delete them one by one, it's frustrating to say the least. You have a download all button, why not a delete all?
2 votes -
Save Estate Agents and their information as part of a dropdown selection
Save Estate Agents and their information as part of a dropdown selection - similar to the way it currently works for new solicitors that are added onto a case.
This will make it easier and save time if an input estate agent is the same on multiple different cases rather than having to key it in manually each time
2 votes -
Client portal - the seller option in the drop down are too specific for a client to understand.
The seller drop down option in the FF need to be more generic or with a description, E.G. normal seller is a person to person sale. Builder developers is a new build etc.
2 votes -
Comment box in Self Employed section
Please can you put a comment or note box in the self employed section. There is one for the employment section but not one for the self employment section. This is required to note down any complex self employed incomes (for example foreign currency, overseas companies etc)
2 votes -
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
Campaigns and emails to start popping up when changing status from Decisions in Principle , rather than pre offer processing,
2 votes -
Having a way to filter on the completion date from the summary screen.
Having a way to filter on the completion date from the summary screen.
2 votes -
Yoti - Include the selfie the client takes of themselves in the verified document too.
Yoti - Include the selfie the client takes of themselves in the verified document too.
2 votes -
Improve Workflow screen layout
On the workflow screen, we should be able to minimise the dropdown options at the top as it takes up too much screen space. It would be more useful to see more cases in the status lists below. Thanks
2 votes -
Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlightin
Highlight Fact Find areas where data has not been completed, prior to moving to recommendation. Not prohibiting progress - just highlighting.
2 votes -
Sending out emails from your system
When sending out emails from your system, I am getting the below error message for attachments over 2MB. Please can you increase the size?
2 votes -
More detail for pension income
When I log pension income under other monthly income it doesn’t give me the option to add the type of pension income e.g. Aviva private, state ect. This would be a useful feature as when we stack different pensions in the other monthly income tab we have no way to decipher between different pension payments.
2 votes -
Client access to documents once completed
Clients should still have access to documents on a completed mortgage case
2 votes -
Broker Fee added to dashboard
Can you please include Broker Fee's in your "mortgages written" and "mortgages completed" figures on the dashboard - You have the field for broker fees, but they are effectively meaningless as they are not reported anywhere.
2 votes -
having the ability to add my own email template flow, so I can choose to send my own emails at certain times,
For example. I want to schedule an email at pre offer that says XX and is sent 7 days after the status has been updated.
It would be greta if these emails came from my email address and not the systems automated emails too!2 votes -
Add telephone number to support pages
Can you add contact number for faults on the customer support screen please
2 votes -
2 votes
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