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  1. We need another field where a fee/invoice date/paid date that can be linked to a client for a flat fee that isn't linked to either a mortgage or protection sales. We offer some mortgage-related services and referrals that involve a flat fee being paid and so we need this linked to the client, without having to put a mortgage/protection case live.

    1 vote

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  2. 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

    3 votes

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  3. Move and Legal as Conveyancing options

    1 vote

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  4. Have Sort Refer as a conveyancing option

    1 vote

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  5. 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 Doe

    5 votes

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  6. service charge is not deducted in financial overview neither is it clearly shown under expenditure, but this is a sizeable outgoing!

    1 vote

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  7. Select development as a product type, with sub headings for cost of works/ GDV.

    1 vote

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  8. Rolled or Retained Interest is not an option as a payment type

    1 vote

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  9. add refinance as the repayment vehicle

    1 vote

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  10. student loan to re moved from financial overview figure as it has already been taken out when you enter the net pay.

    1 vote

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  11. It would be great if we were able to click on the client's name in this month's remortgage opportunities and it then take us directly to the client's profile. Ideally their summary page

    1 vote

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  12. When we do a completion we were told that the follow up date needs to read the same as the remortgage contact date when you go to input the follow up date it defaults to the 1st of January of that year and then you have to scroll across to the right month, can this be looked at so we can just copy and paste the remortgage contact date from the bottom to the follow up date

    1 vote

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  13. Is there anyway that we can have a facility on the notes section which means that you can just filter it to read your notes and not all notes from everyone that has been in the case

    1 vote

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  14. Please could you include the clients title on the case summary page so we know if its a Mr/Mrs/Miss or Ms

    1 vote

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  15. Task - New task View - Active task no longer visible when you open the task bar. This is not how we work here at KFH. Not suitable for us.

    1 vote

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  16. system allowed us to have these sections and was very efficient on the admin side. Otherwise notes can get confusing.

    Separation in the notes to allow it to be in sections

    1 vote

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  17. invite button to the portal is for example when sending a Factfind, but this happens at any stage when sending invites to the clients for the portal. It is easy to do by accident and isn’t something that can be taken back.

    1 vote

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  18. We need to access specific reports for our data that we can select the field and the dates required.

    1 vote

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  19. new mortgage requirement for remortgage application. There must be an option to include new mortgage loan amount. Currently the option on smartr365 is outstanding loan amount. Generally, if client wish to reduce loan with some additional payment.The outstanding loan amount will be different from new loan amount.

    6 votes

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  20. 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.

    6 votes

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