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3 results found

  1. Residential Address Fact Find

    When a residential mortgage completes, it now gives you the option to update the clients address to the new property, but this only updates the address on the summary page and not in the Fact Find. It would be useful if this was pulled through to the Fact Find.

    11 votes
    started  ·  2 comments  ·  Admin →
    How important is this to you?

  2. Improve Error Message

    When trying to Transfer a Protection case, the error message isn't clear that you need to Refer, and makes it seem like the error lies with the user's role(s). Smartr365 should either have one option for transfering all cases (regarless of Mortgage or Protection) or reword the error message to make expected action more clear.

    1 vote
    started  ·  1 comment  ·  Admin →
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  3. Limited company Improvements

    • Limited company name showing searchable on the search bar. -Also Limited company name appears in Kanban or next to client name. When lenders correspond with us, they use limited company name 100% of the time, so at the moment we would need to go into a case to find out that it was limited company. If we can have it appear next to the client name it would be massive help for us.
    18 votes
    started  ·  2 comments  ·  Admin →
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