152 results found
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Include Additional Business Protection Types
There are two business protection cover types that we deal with that are not included on the drop down list in the benefits section: Executive Income Protection, Business Private Medical Insurance.
On the business product options there is a further option that needs to be added which is called executive income protection. It is an income protection set-up though a limited company for employees. I quote for this a lot and needed to add one the other day but had to put it down as personal income protection, but it isn’t that product.
4 votes -
equity release
Currently there is no way to mark a mortgage as equity release and therefore will not need to be remortgaged or transferred in future.
2 votes -
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 -
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 -
MORTGAGE SVR RATE
Why does it not save the SVR rate when pulling back information on mortgages?
4 votes -
Adding an existing client to a case
Can we just search using Surname when adding an existing client to a case rather than having to input email and tel number
2 votes -
Referral Commission Field
A field is required to capture commission that originates from referrals. It would be useful if there was a drop down menu to select what service the referral was for: Survey, Specialist Property Report, Wills, EPC, Lease Extension, ILA, other. The commission needs to feed into the reporting.
We cannot use the existing Miscellaneous Fee field for this as we already use it for our broker/adviser fees which are always split for payment on application and then on offer.
The field will need a date paid box as per other fee fields.2 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 -
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 -
Will Referral
Add the facility to log Will Referals to the system and chase through
1 vote -
Training session length should be longer
for new advisor training - first 4 sessions should be 1 hour longer than 30 mins.. it was like roller coaster for the advisors- couldn't get it at all.
1 vote -
Business Bank Statements Option
Business Bank Statements as a drop-down option in the financial documents section
1 vote -
American formatting used for dates, used rather than Uk date
I have noticed that when I type the date, it is coming through in the American format. Eg. 08/06/23 is pulling through as Sun, 6 August 2023. Is there any way to change this please as its very confusing as we are not in America and do not format dates like this.
16 votes -
LESS CLICKS AND SCROLLING
Can you design this better so there are less clicks and scrolling up and down to find and input information for a better user experience.
It was also make it a lot easier to find information.
My actual wrist is aching from continuous clicking and scrolling!!1 vote
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