335 results found
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Client access to documents once completed
Clients should still have access to documents on a completed mortgage case
1 vote -
Building in the completion fee into Smartr365, this way we can charge all our clients the correct fees at certain stages.
Building in the completion fee into Smartr365, this way we can charge all our clients the correct fees at certain stages.
2 votes -
building in the offer fee into the mortgages section of Smartr365. This would allow us to end all fees we charge clients at certain stages.
building in the offer fee into the mortgages section of Smartr365. This would allow us to end all fees we charge clients at certain stages.
2 votes -
Terrible technical support by the AI and the human.
Your support is horrendous. I wouldn't recommend Smart365 to any broker.
1 vote -
Add in Weblink as a sourcing tool for Protection
Add in Weblink as a sourcing tool for Protection
2 votes -
Ongoing Frustrating issue
Hello. we have been facing an ongoing issue accessing clients' dated acknowledgement documents wherein they have acknowledged the documents as i can see in the notifications.
this is a known error to Smartr and I have been contacted by Dayan re this but i am still waiting to hear any resolution or any communication for that matter. this is infuriating as this is affecting our business and increasing our workload and creating a backlog!
there should be a way to communicate with the support team via a phone call1 vote -
having the ability to add my own email template flow, so I can choose to send my own emails at certain times,
For example. I want to schedule an email at pre offer that says XX and is sent 7 days after the status has been updated.
It would be greta if these emails came from my email address and not the systems automated emails too!1 vote -
1 vote
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Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
Add an option to tick whether outstanding mortgage amount should be added to Loan amount when doing BTL - Further Advance cases
2 votes -
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 -
Date Moved to Address *
Please can we remove the feature on the address history section where it makes you put the date they moved into their current property, this is not needed and we often find we are needing to put a random date just to be able to save their current address.
2 votes -
Mortgage NPW - drop down added option
Please add options for, 'Mortgage redeemed' and 'client not responding' 'client arranged directly'
2 votes -
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 -
Solicitor details on Summary page
For a Mortgage - please display the solicitor details on the case summary page. This would save the administrator having to go into the case to find the details when chasing mortgage cases. Thank you
5 votes -
Multiple Properties to one mortgage case
We would like to be able to add more than 1 property address within a mortgage case.
We action portfolio mortgages with multiple under one mortgage3 votes -
Using applicant's preferred name
The fact find asks what the Applicants are knows as, yet, when automated messages are sent by the system, that name is not used. Many people choose not to use their first names so why can't the system address them by the name they prefer?
3 votes -
Building in a soft phone systems your clients with S365 that record meetings and transcripts
Building in a soft phone systems your clients with S365 that record meetings and transcripts
2 votes -
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
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