128 results found
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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.1 vote -
Filter notes
Ability to filter through notes
1 vote -
Adviser/Introducer
Hi
I deal with the finances for my company and something that I would find useful is on the preview screen when you search for a customer, it comes up with Introducer (Negotiator) but doesn't show the adviser dealing with the case.It is very often the same person, but on occasion it isn't so I have to click in to each one to check who the adviser is on a case before paying them.
I would find it useful if the adviser was listed either instead of or in addition to the Introducer on the preview page.
1 vote -
Contract Workers
Please could an option for Contract Workers be added to the Fact Find with a box for when the contract started and will end and also a sub heading drop down for if the client is an employed contractor or self employed contractor.
Thank you
1 vote -
Time Out time at log in
The Time Out time when we have to log in is to short it needs to be extended. I don't leave my desk all day, but I feel I am constantly having to log in
2 votes -
Pull existing property expense data through to client outgoings
Mortgage and Council Tax data from the "Existing Property" fields of the factfind are not being pulled through to the clients outgoings, resulting in re-keying data.
1 vote -
Group Deleted Documents in Doc Store
Separate deleted documents in the document store into their own group so they don't clutter the view of documents. These documents could come under an expandable label titled "Deleted Documents"
1 vote -
Broker fees added to Dashboard
Hi All, Would it be possible to add broker fees to the MI and Dashboard please.
1 vote -
Mandatory fields Text
Mandatory fields the stars are to small.
People may find it hard to see the stars
they should be in your face/ Different colour to the other text1 vote -
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.
1 vote -
Include a Lender Spread Report
It would be good to see a clear lender spread and percentage of 2 year / 4 year deals etc. per adviser.
2 votes -
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 -
Income Types Do Not Match Halifax
Income breakdown on Smartr365 does not match that of Halifax, leading to incorrect borrowing figures.
Halifax have a lot of different categories (such as shift allowance) for income as below but Smartr does not – there is only an option for ‘Other’.
The income therefore is not treated incorrectly and the AIP gives an incorrect borrowing figure to what it should be.
I appreciate it would not be ideal for the Smartr software to have so many income categories however, if we had the option to edit the AIP before it gets submitted to the lender in their system, this…1 vote -
Select all buttons
Can we have some select all buttons please. It would be really useful on the document store to be able to press select all and on the notifications screen to be able to mark all as read
1 vote -
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
1 vote -
Notes details of emails that have gone out via the system need roe detail.
Emails in notes to tell us what email was sent out, not just that an email has gone.
1 vote -
The app be fully compatible and usable
That the app be fully functional for uploading documents and acknowledging documents
1 vote -
Stop automated cases opening up after completion
As you know when you complete a case, an automatic re-mortgage case is opened for future use.
We feel that this is causing confusion on our clients files as the re-mortgage for this case could be somewhere between 2-5 years. During that time, we could do a number of different transactions for clients (2nd purchase, BTL, etc) and again this causes confusion as to which case to open or which ones are completed as it is not always clear.
We wonder if this case automation could be switched off so that the advisors can open up a new case if…1 vote -
Search Notes
Search function for notes
1 vote -
Separate Client and Adviser fee
We need to have separate client and Adviser fees on the platform. This is simply because we may charged the client £499 for their fee and the adviser may get a certain amount from the policy, as commission, but this is not the whole proc fee.
1 vote
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