212 results found
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Broker fees added to Dashboard
Hi All, Would it be possible to add broker fees to the MI and Dashboard please.
2 votes -
Mandatory fields Text
Mandatory fields the stars are to small.
People may find it hard to see the stars
they should be in your face/ Different colour to the other text2 votes -
Notes details of emails that have gone out via the system need roe detail.
Emails in notes to tell us what email was sent out, not just that an email has gone.
2 votes -
The app be fully compatible and usable
That the app be fully functional for uploading documents and acknowledging documents
2 votes -
Time Out time at log in
The Time Out time when we have to log in is to short it needs to be extended. I don't leave my desk all day, but I feel I am constantly having to log in
2 votes -
Include 'Valuation Reports' in Document Type Drop-Down
There is no option for 'Valuation Reports' and 'EPCs'. These documents need to be stored as 'Other' but they should be included as drop-down options.
2 votes -
Income Types Do Not Match Halifax
Income breakdown on Smartr365 does not match that of Halifax, leading to incorrect borrowing figures.
Halifax have a lot of different categories (such as shift allowance) for income as below but Smartr does not – there is only an option for ‘Other’.
The income therefore is not treated incorrectly and the AIP gives an incorrect borrowing figure to what it should be.
I appreciate it would not be ideal for the Smartr software to have so many income categories however, if we had the option to edit the AIP before it gets submitted to the lender in their system, this…2 votes -
Letting agent details for BTL Remortgage
Buy to let remortgage applications. There is nowhere to enter the letting agents details, yet we need this information for ALL BTL remortgage applications
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 mortgage1 vote -
Property Portfolio
On the existing properties page, I would like to see a summary of the portfolio without having to click into each property individually. When submitting any case where the applicants own more than 1 property we are required to provide details of the portfolio i.e mortgage balances outstanding, value of the properties, mortgage liabilities and rental income. So being able to see all of those figures, and a total at the bottom of the screen would significantly increase the time it takes me to submit cases.
1 vote -
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.
1 vote -
Customize workflow and tailor it
Ability to add individual workflows in workflow builder for each user rather than have the workflow applied to all users.
Also the ability to have an 'opt in' or out feature of the workflow for users to opt in or out when creating a case
1 vote -
Add our own Case Statuses
Option to add our own case statuses and display/edit these directly in Workflow Builder
1 vote -
Add "child" as category under Dependants
Under dependants add category for "Child" as we do not always know if son or daughter and are limited to the information we can ask for
1 vote -
Issue with entering council tax figure
Issue with Council Tax figure affecting disp[osable income
1 vote -
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
1 vote -
Task alert
Currently there is no alert for the tasks pending and overdue. It is better to incorporate task alert rather than checking manually.
1 vote -
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?
1 vote -
Case List
Can you look at adding two pieces of information to the CASES list.
1. The case number relevant to that case
2. A drop down box to show the stage the case is at and to be able to move through/search stages from that screen rather than the workflow - i.e. Pre offer stage - Completion etc...1 vote -
Errors on Smart connect for Halifax
there are some errors on smartr connect for Halifax that need addressing:
For remortgage - the following error is displayed if you state the existing mortgage is to be repaid but id you follow the instructions The existing mortgage if left as outstanding on the Halifax DIP meaning the case is always declined.Details: Existing Mortgage: 'Is this mortgage to be repaid before completion of new mortgage' should be marked as 'No' if you are re-mortgaging this property
Also the child care comitment is not pulled through
1 vote
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