274 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 -
Option to include council tax in Budget Planner
I have been working on a client with a few buy to lets and cant understand why it asks about the council tax on these cases.
The system counts this cost on the affordability but clearly this is not their expense. There should be a choice on each case whether you want it included in the budget planner.
If it is to be included like the mortgage cost in this day and age it should automatically be pulled through to show on the outgoings page
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 -
ability to filter Document store files by uploaded by client versus adviser
ability to filter Document store files by uploaded by client versus adviser
1 vote -
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
Add Expenditure Fields for Gas and Electricity and Water as bills - especially for this info populating to L&G Ignite
1 vote -
Update the Bonus and Commission fields in fact-find to clarify whether figure to input is monthly or annually or quarterly?
Update the Bonus and Commission fields in fact-find to clarify whether figure to input is monthly or annually or quarterly? It is not clear currently whether the adviser should input monthly/annually/quarterly commission or bonus figure in the fields. Also with Commission there is also a difference between regular and guaranteed commission which could also be clarified in this field.
1 vote -
Client access to documents once completed
Clients should still have access to documents on a completed mortgage case
1 vote -
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.
1 vote -
Terrible technical support by the AI and the human.
Your support is horrendous. I wouldn't recommend Smart365 to any broker.
1 vote -
Ongoing Frustrating issue
Hello. we have been facing an ongoing issue accessing clients' dated acknowledgement documents wherein they have acknowledged the documents as i can see in the notifications.
this is a known error to Smartr and I have been contacted by Dayan re this but i am still waiting to hear any resolution or any communication for that matter. this is infuriating as this is affecting our business and increasing our workload and creating a backlog!
there should be a way to communicate with the support team via a phone call1 vote -
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!1 vote -
Add telephone number to support pages
Can you add contact number for faults on the customer support screen please
1 vote -
1 vote
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Uploading documents prompt before fact find completion
Hi There,
Trust you are well.
Client made a suggestion – After they fill in their fact find and it says fact find complete….can there not be a screen before to say upload supporting documents or a prompt asking them to upload documents – How easy or hard will it be to implement this?
Several clients fill in the fact find and do not upload documents even though I send them the video showing how to upload documents, which has helped.
Anyway you can make this more idiot proof?....see below from a client..1 vote -
Document store default order
Why have you changed the order of documents again, within the Folders in the Document store? I personally find in much easier if documents are displayed with the most current at the bottom rather than some random order where you have to search for the document you just uploaded!
1 vote
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