139 results found
-
'next' button to increase date entry flow.
It would be helpful to have a 'next' button for the fact find etc. This would mean that the data entry flows and sections are less likey to be missed in error.
1 vote -
Personation of workflow
To be able to pick which columns are used and visible on the workflow and even 'nickname' them.
1 vote -
CREATE TOGGLE BUTTON so document order can read as you intended when uploading
Create a TOGGLE BUTTON
I really detest my documents appearing in a non consequential running order
For example I have added bank statements that I filed Feb, March April but now the order of sequence reads Feb, April, March
A toggle button would allow us to correct if we so chose which would always be my preference
1 vote -
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.
1 vote -
Search Facility to see Fact Finds Sent
a search facility linked to things that we will always do e.g. “fact find requested”.
If I could search through my client for those who I have requested to complete a fact find, it would be very helpful, and allow me to chase my hottest potential clients.
Then, when they submit the fact find, you could also have it so you could search for “completed fact finds”Mainly for me it would be lovely to be able to pull up all of my clients who I have requested to fill in a fact find. I do this action with all…
1 vote -
SRT Tokens for new builder
SRT builder should include 'tokens' for Age, Occupation and Salary.
1 vote -
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
1 vote -
PS - Advice details: Impersonation check details completed - character limit must be longer
PS - Advice details: Impersonation check details completed *
This section is a problem.
I just used the words ‘existing clients’ and this is ok – but anything further. No go.
1 vote -
Drop down menu
Would it be possible for the B&C insurance drop down to show which property the file belongs to?
I have a landlord with multiple properties that I have arranged policies for & it would be much easier if I could identify each from the drop down.
I would say I expect the same for any protection written would be useful.1 vote -
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.
1 vote -
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.
1 vote -
Tutorials need to 100% completed for future users.
The system tutorial is incomplete, for example when going through on the interlife advisor portal, the workflow navigation didnt provide any instruction but indicates that i have completed the walkthrough.
1 vote -
Valuation Date Field
Field required to capture the valuation date
1 vote -
Filter notes
Ability to filter through notes
1 vote -
Adviser/Introducer
Hi
I deal with the finances for my company and something that I would find useful is on the preview screen when you search for a customer, it comes up with Introducer (Negotiator) but doesn't show the adviser dealing with the case.It is very often the same person, but on occasion it isn't so I have to click in to each one to check who the adviser is on a case before paying them.
I would find it useful if the adviser was listed either instead of or in addition to the Introducer on the preview page.
1 vote -
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
1 vote -
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.
1 vote -
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"
1 vote -
Broker fees added to Dashboard
Hi All, Would it be possible to add broker fees to the MI and Dashboard please.
1 vote -
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 text1 vote
- Don't see your idea?