128 results found
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Anticipated retirement age to be automatic/defaulted
The retirement age for clients to be automatic using the governments website
2 votes -
Fact Find Format and Custom
The format in the Fact Find for Addtional info when downloaded to a PDF is all close together. Make the Fact Find more customisable.
1 vote -
Be able to see who has removed tasks on smartr
Be able to review who has created a task, who has removed a task and who has viewed a task
1 vote -
Remortgage Date
The date created should be 6 months before the remortgage due date for the new opportunity (case should be visible on the date it is created, i.e 6 months prior to the remortgage due date). As current created date is when the completed case was completed.
1 vote -
Option to include council tax in Budget Planner
I have been working on a client with a few buy to lets and cant understand why it asks about the council tax on these cases.
The system counts this cost on the affordability but clearly this is not their expense. There should be a choice on each case whether you want it included in the budget planner.
If it is to be included like the mortgage cost in this day and age it should automatically be pulled through to show on the outgoings page
1 vote -
To be able to create a case with just clients name and add contact details later.
Make it possible to create a client case without the need for email address and contact number. Allow this to be added after.
1 vote -
Home Insurance Should Not be Under Protection Heading
Home Insurance comes under the protection heading when adding a new client which is mis leading to clients as it's not Protection, it's GI and in a long way round affects how I pitch my clients.
1 vote -
Additional Fact Find Fields
There should be a section in the Fact Find to record client's 'Maiden Name' and 'Employer Contact Number'
1 vote -
DigIdentity Payment Options
DigIdentity integration should offer the option for the brokerage to pay - The cost is fine, and is currently being deducted from invoice, but this doesn't work for Product Transfers and can't be recorded on KFI.
1 vote -
Experian Credit Used on Completion
Experian Service should be charged based on completion by the client, not per request.
1 vote -
Pensions & Investments Should Not be Automatically Added as Cases
Cases page includes all cases including Pensions & Investments. This data should not be automatically populated into cases.
1 vote -
More Information Should be Included on Workflow Tickets
Workflow tickets should include additional information to help identify correct case.
1 vote -
Data Import Should Not Affect Number of New Leads in Reports
Stats-wise it would be nice to know that this high 'New Lead' figure was as a result of an import.
1 vote -
New Case for Existing Client
Causes confusion and isn't intuitive. Also prevents advisers from adding cases where previous case was completed by a different adviser - This causes bigger issues for General Insurance advisers as they are unable to create cases themselves.
1 vote -
Childcare Costs Should Not Be Included in Credit Commitments
The Child Care costs currently sit in 'Credit Commitments'. As they're not a credit commitment they should be a free text box labeled Child Care Costs within the outgoings section of the FF.
The field shown in credit commitments is Childcare, which is a budgetary tool and isn't binding or legally committed, it may be in addition to or independent of a child maintenance arrangement.1 vote -
Include 'Valuation Reports' in Document Type Drop-Down
There is no option for 'Valuation Reports' and 'EPCs'. These documents need to be stored as 'Other' but they should be included as drop-down options.
1 vote -
Select Different Buyer Type for Applicants on Joint Case
(First Time buyers, home-movers etc) – the Smartr system only allows you to put one status for both but in our case both individuals were different. One was a home-mover and the other was a first time buyer.
When it went into the Accord system the options were greyed out and we were unable to change this.
- In Smartr we put in ‘Purchase’ but we couldn’t differentiate between both applicants
- In Accord system – it came up as ‘Borrower with another lender’ which they are not – and we could not change this.
We ended up keying the…1 vote -
Additional Information Needed in Experian Credit Files
The Experian Credit File needs to include:
CCJs / dates of CCJs / CCJ payments / How much CCJs are for / Who CCJs are with / details of any defaults (who with and when)
* Plus the same for any bankruptcies.This information is included in credit files direct from Experian and from other providers.
1 vote -
Change 'Completion of Remortgage Date' label to 'Completion Date'.
The completion date for a purchase is labelled "Completion Date" but for remortgage products, it's labelled "Completion of Remortgage Date" This refers to the date of completion for the current product, but because the labelling is different and somewhat misleading, and could be interpreted as the expected completion date for the future remortgage.
This has a knock on effect for reporting.
1 vote -
Letting agent details for BTL Remortgage
Buy to let remortgage applications. There is nowhere to enter the letting agents details, yet we need this information for ALL BTL remortgage applications
1 vote
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