17 results found
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lender address book for points of contact and numbers
lender contact address book/contact details
31 votes -
Compliance Module
There needs to be a Compliance module - needs to be able to assess risky cases, it also needs to put cases in a holding pen where a compliance officer can check the cases.
28 votes -
Integrate within firms own MS Teams
Would be great to have the ability, through System Admin, to link Schedule a Call functionality with our own MS Teams account as a firm. This would keep MS meetings automatically saved to outlook diaries and ensure we have full MST meeting functionality i.e. ability to record meetings and store within our own Streams account too.
25 votes -
Ability to set diary entries via Smartr
Ability to set diary entries via Smartr
Book meetings in calendars/ have visibility over advisers calendars
24 votes -
Compliance functionality - Broker Risk Rating/Gating
Would be great if part of the hierarchy within the system could allow firms to assign risk rating and gating against each adviser, to determine if a particular adviser is authorised in only certain areas or if due to stage of development they require an enhanced level of advice checking/supervision. If the system could then link to this i.e. recognise that an adviser requires X% advice checks it would be an exceptional risk mitigation and oversight tool.
20 votes -
Allow solicitor details to be editable by super users
Allow all fields within Solicitors section to be fully editable by firm superusers to allow changes to be made such as correcting mistakes, or when solicitors move from one firm to another, change their names, numbers, office locations, email addresses etc. Currently far too restrictive and lacks ability to deal with real-life requirements
15 votes -
Employer details improvement
Please add an area in current employment not only for employers address but also contact number and possibly even supervisor or HR contact name
15 votes -
Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.
When you search for a case, it is very confusing because unless the status is ”not proceeding” then all of the status’s are in green.
So takes some figuring out which is the current one, especially if a remortgage date has been entered before the existing one has completed, as it creates a further lead and puts it in green and then even more if there are insurances also.
Don’t know if this has been mention before, but could they colour coordinate them maybe, the ongoing ones as green – completed, Orange for Remo waiting to happen and red as…12 votes -
Search using policy reference numbers
search for a case using policy reference numbers
11 votes -
Search via lender ref, mortgage a/c no and address
Hello,
I think it would be a good idea to be able to case search via lender ref, mortgage a/c no and address. We get updates from lenders and solicitors in various different ways including this and it would help find the case quicker and more efficiently.
When looking for cases when the commission has not been able to be released it would be much easier to search for the correct case to match it with this way too.
Thanks :)
10 votes -
Distribution List
I would like to be able to create and download distribution lists using a variety of parameters to assist in creating mailshots etc. I understand I can currently request this data from Smartr but I'd rather have the ability to do it myself, make amendments etc.
6 votes -
Admin Assistant email signature
When an admin assistant sends an email, system generated or not include a footer that mentions that the email was sent by the admin on behalf of the adviser.
E.g.
Many thanks,
John Smith (admin assistant) on behalf of your adviser Jane Doe5 votes -
Colour system to show the new remortgages
Colour system to show the new remortgages that are due and will need to be contacted.
5 votes -
Stop inviting clients to HomeBuyer when already onboarded with Smartr365
Please can you provide the option to turn off emails inviting clients to the HomeBuyer app. Especially when the client has created an account with Smartr365, they are already updated throughout the mortgage/protection process via 365. For that client, HomeBuyer is effectively a duplicate service which confuses them / information overload. I've attached an example, perhaps there could be an alternative email without referencing HomeBuyer?
And broadly speaking, having control over communications sent to clients is important to us.
5 votes -
Layout
From a paraplanning point of view it would be much quicker and easier if we could see the gross and net income on the front screen without having to click into the employment all the time and scroll. All that blank space underneath “add current employment” is completely wasted when it could contain necessary snapshot information.
Also, it would also make more sense for the Smartr logo on left hand side, and my name and role, to be at the bottom (I know who you are and I know who I am!) so we don’t have to keep scrolling down…
4 votes -
Current Rent in FF
Need current rent payment in FF
3 votes -
Additional Information Needed in Experian Credit Files
The Experian Credit File needs to include:
CCJs / dates of CCJs / CCJ payments / How much CCJs are for / Who CCJs are with / details of any defaults (who with and when)
* Plus the same for any bankruptcies.This information is included in credit files direct from Experian and from other providers.
1 vote
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