324 results found
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Report query
When generating reports, the dates should be based on the completion date rather than the when the status was changed to completed otherwise it's completely pointless having a completion date tab. This has caused huge problems for us.
2 votes -
Will and POA questions
I think the Consumer Duty questions eg. Will and Power of Attorney should be on the firt Factfind page rather than lost in Protection
1 vote -
Add our own Case Statuses
Option to add our own case statuses and display/edit these directly in Workflow Builder
2 votes -
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one
Ability to bulk select multiple cases from a specific client and transfer these over to another adviser rather than having to go one by one to select multiple cases
1 vote -
Being able to lock down specific cases from admin
Being able to lock down specific cases from admin, Eg if I have my personal mortgage on the platform I don't want anyone to see this,
3 votes -
Add homemaker to drop down box for employment
Please can you add in HOMEMAKER as a dropdown option for partners/wives/husbands who don't work and are homemakers. The only option is unemployed at the moment is unemplooyed and this is technically not correct as a lender will decline a case where the client is unemployed. Thanks
2 votes -
Restrict admin access to a case on a client by client basis
Restrict admin access to a case on a client basis
3 votes -
Add Sort Refer into Smartr365
Adding Sort Refer to Smartr365 because I prefer SortRefer because it offers more than just conveyancing—it provides access to a wider range of services such as surveys, valuations, and wills, which makes it a versatile platform to support different client needs. I also like the flexibility around referral fees, which can be tailored on a case-by-case basis, and the added benefit of their loyalty scheme that rewards brokers for activity. Features like the “no completion, no fee” policy and the Second Search Promise give both me and my clients extra peace of mind, while the case tracking tools and dedicated…
1 vote -
County to pre populate in the property address, as this errors when trying to do B&C if not pre populated
County to pre populate in the property address, as this errors when trying to do B&C if not pre populated
1 vote -
Reminder contact email for when b&C renewals are close and same with protection side.
Reminder contact email for when b&C renewals are close and same with protection side.
1 vote -
default remortgage date
Currently the system requires the adviser to key in the date . Can this be defaulted to the recommended product end date with the ability to edit?
2 votes -
Ability to see a list of all Home Insurance cases which have a policy ending in a specific timeframe selectable by the user
Ability to see a report of all Home Insurance cases which have policies ending in a specific future timeframe selectable by the user
1 vote -
Not proceeded with cases identifiable on case drop down
When in the case summary, at the moment when you click on the case arrow to bring up all cases, none of them show if they have been updated as not proceeding/abandoned. It would help if we could have a notification next to any case that is not proceeding as we have to click into them to see if they are current files.
1 vote -
Self Emloyed income tidy up
Please could the self employed sections be updated to reflect what is required by lenders:
For sole trader the only information required is net profit.
For LTD company directors it is more complicated: We need Profit (Gross & Net), salary and dividend
the other fields just complicate and confuse the issue. It is important to add a notes section to the self employed section (why is this missing?) for those times where something else is needed.2 votes -
Ability to gate user access with Experian credit searches
Ability to gate user access for Experian credit searches
1 vote -
Lock Fact find
Lock fact find - stop client amending the fact find (e.g. remoging a loan they have just paid off!).
1 vote -
More than 2 applicants
Ability to add more than 1 applicant to mortgage for applications with 3 or 4 applicants.
10 votes -
Full Protection Fact Find
Full Protection Fact Find which can be sent to the client just like the mortgage fact find. Just like Keychain
1 vote -
Ability to "sort" and "filter" in the Tasks view
Tasks are presented in date/time order. It would be useful to be able to sort alphabetically on the task title and the client name (and also to filter these). When there's a long list of tasks you have to look through them all to establish a set of similar tasks (that may be due on different days, but would be beneficial to do as a batch) and where one client may have multiple cases that have actions. Ability to assign priority would also be useful. There is a status column that has nothing populated in it - that would also…
1 vote -
dependant's date of birth
Would that be possible to keep the dependant's date of birth on the fact find once the case has been created. Every lender asks for this details and those cases we put on the system 2 years ago and remortgaging now, this data is no longer visible there and it is so very annoying.
Thank you2 votes
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