128 results found
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Colour coding on Mortgage cases- to help define what is NPW, on going and in flight and Remo opprtunity waiting to be actioned.
When you search for a case, it is very confusing because unless the status is ”not proceeding” then all of the status’s are in green.
So takes some figuring out which is the current one, especially if a remortgage date has been entered before the existing one has completed, as it creates a further lead and puts it in green and then even more if there are insurances also.
Don’t know if this has been mention before, but could they colour coordinate them maybe, the ongoing ones as green – completed, Orange for Remo waiting to happen and red as…12 votes -
Limited company Improvements
- Limited company name showing searchable on the search bar. -Also Limited company name appears in Kanban or next to client name. When lenders correspond with us, they use limited company name 100% of the time, so at the moment we would need to go into a case to find out that it was limited company. If we can have it appear next to the client name it would be massive help for us.
17 votes -
Compliance functionality - Broker Risk Rating/Gating
Would be great if part of the hierarchy within the system could allow firms to assign risk rating and gating against each adviser, to determine if a particular adviser is authorised in only certain areas or if due to stage of development they require an enhanced level of advice checking/supervision. If the system could then link to this i.e. recognise that an adviser requires X% advice checks it would be an exceptional risk mitigation and oversight tool.
20 votes -
Integrate within firms own MS Teams
Would be great to have the ability, through System Admin, to link Schedule a Call functionality with our own MS Teams account as a firm. This would keep MS meetings automatically saved to outlook diaries and ensure we have full MST meeting functionality i.e. ability to record meetings and store within our own Streams account too.
25 votes -
Compliance Module
There needs to be a Compliance module - needs to be able to assess risky cases, it also needs to put cases in a holding pen where a compliance officer can check the cases.
28 votes -
Employer details improvement
Please add an area in current employment not only for employers address but also contact number and possibly even supervisor or HR contact name
15 votes -
lender address book for points of contact and numbers
lender contact address book/contact details
31 votes -
Ability to set diary entries via Smartr
Ability to set diary entries via Smartr
Book meetings in calendars/ have visibility over advisers calendars
24 votes
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