101 results found
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National insurance number should be in the current employment, not future income
National insurance number should be in the current employment, not future income
4 votes -
Credit commitments to be time stamped
Credit commitments fact find to be time stamped.
Example –
John Bloggs came into the office in March 2023 but has come back in March 2025 the credit commitments on fact find are from 2023 but the broker in the appointment will not know if they are from 2023 or up to date credit commitments .7 votes -
Add Homemaker as a employment status
Can you please add Homemaker as employment status rather than adding them to unemployed?
2 votes -
Make Constituent country mandatory
when using lender connect with Barclays the euro message say country of residence and there is no field. Please make constituent country mandatory. Tis would resolve a lot of issues using Econveyancer and Smartr Connect
1 vote -
Vulnerable question should be in fact find rather than in the mortgages section .
Vulnerable question should be in fact find rather than in the mortgages section .
2 votes -
Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.
Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.
5 votes -
Budget planner updates required
The current budget planner is not comprehensive enough to gain an accurate picture of a clients spending. This forces us to group various expenditures leading to confusion when transposing to affordability platforms and applications.
As an example, could this not mirror the commitment options within Affordability Brain?
Council Tax
Utilities
Food & Drink
Mobile/Telephone/Internet/TV
Car Fuel & Maintenance
Public Transport
Ground Rent
Service Charges
Child Care
School / University Fees
Maintenance
Clothing
Insurance, Pensions & Investments
Medical
Pets
Other4 votes -
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
2 votes -
Multiple FactFind Applicants
Just a quick request, would it be possible to update Smartr in the next release so that we can add more than two people on the fact find.
With affordability being a big issue, now more and more mortgages have three of four applicants now. Currently I must add the third and fourth applicant’s details in the notes section.130 votes -
self employed income
Ability to move self employed income down. When an existing client updates us with their latest years figures you have to rekey all years, should have the ability to add latest years or move figures down
1 vote -
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.
3 votes -
Edit fact find download
The downloadable fact find contains lots of sections that may be important to one firm, and irrelevant to the next. This means the document is too long. Please could the download PDF version have the options to not include sections like you have implemented for the client version of the fact find?
4 votes -
name change date
Please could you add a field for date of name change where a client has indicated that their name has changed.
2 votes -
marketing preferences
can there please be an option for no contact/no permission. At present, it's difficult to tell whether the clients have not given permission or whether someone has simply not completed the section.
2 votes -
Mortgage direct debit bank details - should be a compulsory component to the fact find.
Mortgage direct debit bank details - should be a compulsory component to the fact find.
12 votes -
Address history for last 3 years - should be a compulsory component to the fact find.
Address history for last 3 years - should be a compulsory component to the fact find.
15 votes -
Foreign Nationals - Permanent Rights to Reside
Currently, only some nationalities prompt the question regarding indefinite leave to remain. Please can the question be prompted for all foreign nationals?
2 votes -
Buyer type needs to be identified for each applicant
The system only has one buyer type per case, whereas a FTB might be buying a property jointly with someone who is not a FTB. Lenders ask the question for each applicant.
Also, a purchase assumes that the applicants have an existing mortgage. That is not always the case and this causes wrong information to be provided to lenders. This has resulted in me having to re-key an application.3 votes -
2 votes
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Add 2nd client to existing properties
Where a client adds their existing property themselves, there doesn't seem to be an option (for them or me) to make it a joint property. Please could this be rectified.
1 vote
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