335 results found
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Experian Integration
When experian pre populates my fact find...
- Define the loan type correctly, at the moment it says other every time
- Monthly payment never pulls through, would be great if that could populate
1 vote -
ERC (early repayment charges) to be a token
ERC (early repayment charges) to be a token for Suitability reports
4 votes -
Ability to change the Pre-Set Remortgage Contact Dates
Introduce the ability for advisors to customise the pre-set remortgage contact dates. This feature would allow advisors to set a preferred timeframe for all remortgage contact dates relative to the remortgage date.
By enabling this customisation, aim is to reduce the need for manual adjustments, currently set to 6 months, streamlining the process for advisors.
14 votes -
Search bar to able to differentiate between Case ID and mobil number.
Search bar to able to differentiate between Case ID and mobil number.
2 votes -
How to add CIDD
Hi, I am trying to work out how to send out the CIDD. Can you guide me through how to add the CIDD template?
1 vote -
Adding Wills as its own tab ( like protection and B&C) in Smartr365
Adding Wills as its own tab ( like protection and B&C) in Smartr365
2 votes -
Access to solicitor details
Make it easier to see who the clients solicitors are
1 vote -
Joint borrower sole proprietor
Please add Joint Borrower Sole Proprietor as the application sub type.
8 votes -
Porting Mortgage Case
Mortgage Porting Case
The ability on a mortgage case to have the details of the rate being ported and balance etc showing in addition to the new top up rate all under one case14 votes -
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
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