128 results found
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CASE ID
It would be very helpful to have the case ID on the homepages/cases so we can select the correct case rather than searching through the drop downs, especially when the clients have various properties and protection cover.
4 votes -
Adding email lender updates within the documents file
Adding email files and a section with lender updates to the document section.
1 vote -
When we send the Fact Find document, we can amend/edit it to make it more personable.
To change the automated message for the Fact Find invite or make it editable.
1 vote -
To be able to bulk delet documents from the document store when toggling
Bulk delete documents from the document store
1 vote -
Customisable fields- Add Offer Issue date as a mandatory field on the customisable workflow
I want to add ‘Offer Issue Date’ as a mandatory field using Create Your Workflow. It doesn’t current appear under ‘Select Fields’ though as below.
2 votes -
GDPR Declaration has to be dated, signed a name printed before being able to complete the Fact Find.
GDPR Declaration to be populated before being able to pass through Fact Find.
1 vote -
Notify us when documents are uploaded
Automatic notifications when clients upload documents - better to be notified every time rather then when a client chooses to
2 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 -
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 -
ONS data
As most lenders now use ONS figures to pre-populate their application process would it not be a great move to pre-populate the expenditure tab. Other platforms have integrated this and it would really tally in from a compliance point of view
2 votes -
Include Introducer Details in Data Import
I would like to request a system enhancement which allows us to import data with a field for introducer.
2 votes -
Add solicitor's address in "Solicitor & Agent Information" section of Smartr!
Display solicitor's address in the mortgage - Solicitor & Agent Information section of Smartr! Very inconvenient that we can only see the full address of the solicitor when going into settings. Please action this asap.
2 votes -
Affordabilty Assessment within Smartr - Mortgage Broker Tools
Build in an Affordabilty Assessment into Smartr so I can complete the fact find and at the end of it will be instantly able to provide the client with how much lenders will lend them based off there circumstances. I personally use Mortgage Broker Tools as I find it the most comprehensive and accurate therefore end up dual keying the information which I would like to avoid
2 votes -
MORTGAGE SVR RATE
Why does it not save the SVR rate when pulling back information on mortgages?
4 votes -
Documents
Documents available on all cases/opportunities. When clients have multiple properties, finding documents can be difficult. Would also be a good option to have a box available, to confirm we have ID on file for that client. Could also have the expiry date available.
2 votes -
priorities tasks
Having a method to prioritise tasks, such as using colour codes or labels like P1 and P2, can help ensure that important tasks are not overlooked and dealt with speed.
1 vote -
Task View (NPW)
When a case is NPW, is there a way to remove the tasks or remove from ongoing task view.
1 vote -
Solicitor Reference
Can we add an area within the solicitor details for a reference number?
1 vote -
Existing cover viewable on both client records
To be able to see all existing cover for clients on a joint case enough if accessed via other applicant.
2 votes -
ADD button that allows notes for customer to be viewed in any linked cases
NOTES- CREATE a tab that allows users to view all case notes for the customer rather than specific to case ID
Example- keyed notes when doing mtg fact find for cstmr re her sick pay arrangements, now in protection I need to see these notes and it would be ideal to simply be able to click " SEE ALL NOTES" for relevance
1 vote
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