185 results found
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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.
2 votes -
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 -
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 -
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
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 -
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 -
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 -
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 -
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…13 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.
18 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.
26 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 -
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
18 votes
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