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Fact Find

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How can we improve the Smartr365 Fact Find?

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3 results found

  1. Fact Find Progress Display

    On the summery screen have a dial going up to 100% to show how much of the FF has been completed/or at least had some information input.
    I realise this will require all sections of the fact find to have a "yes" or "no" tick box, which would be helpful anyway. It has already been suggested for example to have "no" toggle for dependants and credit history, so the system can see that the questions have not just been missed.

    2 votes

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    0 comments  ·  summary  ·  Admin →
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  2. Estate Agent and Solicitor on Summary Screen

    It would be useful for the solicitors and estate agent details to be added to the mortgage summary page. I currently have to scroll through the mortgage details to find this every time.

    46 votes

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    planned  ·  2 comments  ·  summary  ·  Admin →
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  3. Summary changes

    include the reference number on the summary page
    Include mortgage account number
    Include rate type and rate number
    Include middle names

    13 votes

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    under review  ·  0 comments  ·  summary  ·  Admin →
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