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Fact Find

Fact Find

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How can we improve the Smartr365 Fact Find?

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123 results found

  1. Income overview

    Income section - quick overview of basic income, commission, bonuses etc. Rather than jumping into edit form.

    15 votes

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    under review  ·  2 comments  ·  Income  ·  Admin →
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  2. 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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  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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