276 results found
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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 -
BMI calculator in protection fact find section
BMI calculator
1 vote -
Change time to remortgage email to have more uniform/consistent font sizes and style
Change time to remortgage email to have more uniform/consistent font sizes and style
1 vote -
I would like to have an additional area in the case overview section to show an application number for each case.
I would like to have an additional area in the case overview section to show an application number for each case. I feel this would be a great addition for when we need to get this to a lender whilst on the phone without having to go through documents or notes.
1 vote -
Add Solicitor details to the summary page , and manage columns.
Add Solicitor details to the summary page , and manage columns, this would help when we need to chase the solicitor, which means you can just call them rather than have to edit the mortgage.
1 vote -
Experian Integration
When experian pre populates my fact find...
- Define the loan type correctly, at the moment it says other every time
- Monthly payment never pulls through, would be great if that could populate
1 vote -
How to add CIDD
Hi, I am trying to work out how to send out the CIDD. Can you guide me through how to add the CIDD template?
1 vote -
Access to solicitor details
Make it easier to see who the clients solicitors are
1 vote -
Will and POA questions
I think the Consumer Duty questions eg. Will and Power of Attorney should be on the firt Factfind page rather than lost in Protection
1 vote -
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
Having a text message services directly from Smartr365: to give updates to clients or let them know they have updates to check in the portal
1 vote -
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one to select multiple cases
1 vote -
Add Sort Refer into Smartr365
Adding Sort Refer to Smartr365 because I prefer SortRefer because it offers more than just conveyancing—it provides access to a wider range of services such as surveys, valuations, and wills, which makes it a versatile platform to support different client needs. I also like the flexibility around referral fees, which can be tailored on a case-by-case basis, and the added benefit of their loyalty scheme that rewards brokers for activity. Features like the “no completion, no fee” policy and the Second Search Promise give both me and my clients extra peace of mind, while the case tracking tools and dedicated…
1 vote -
County to pre populate in the property address, as this errors when trying to do B&C if not pre populated
County to pre populate in the property address, as this errors when trying to do B&C if not pre populated
1 vote -
Reminder contact email for when b&C renewals are close and same with protection side.
Reminder contact email for when b&C renewals are close and same with protection side.
1 vote -
Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user
Ability to see a report of all Home Insurance cases which have policies ending in a specific future timeframe selectable by the user
1 vote -
Not proceeded with cases identifiable on case drop down
When in the case summary, at the moment when you click on the case arrow to bring up all cases, none of them show if they have been updated as not proceeding/abandoned. It would help if we could have a notification next to any case that is not proceeding as we have to click into them to see if they are current files.
1 vote -
Ability to gate user access with Experian credit searches
Ability to gate user access for Experian credit searches
1 vote -
Lock Fact find
Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).
1 vote -
Full Protection Fact Find
Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain
1 vote
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