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Fact Find

Fact Find

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How can we improve the Smartr365 Fact Find?

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3 results found

  1. Expenditure to be more broken down more details ( same as lenders)

    Expenditure to be more broken down more details (same as lenders) and should also cover things like if i have added in a existing life cover this should push into the expenditure as they have said i have this policy and am paying a premium on this. Same with if I have 3 BTL properties i get the choice to add this into my clients expenditure and this also doesn't show on the figure only in the key and net amount.

    2 votes

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    0 comments  ·  Expenditure  ·  Admin →
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  2. Pre-Filled Categories

    The Fact Find should have categories already in the expenditure section so that customers when completing it online do not miss items e.g. food, gym memberships, council tax, water, gas, electricity, pet insurance etc etc. At the moment 99% of customers completing online do not fill in an accurate expenditure.

    37 votes

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    planned  ·  5 comments  ·  Expenditure  ·  Admin →
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  3. fact find commitment and expenses

    commitment and expenses part in the fact find could be connected

    15 votes

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    planned  ·  1 comment  ·  Expenditure  ·  Admin →
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