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How can we improve the Smartr365 Fact Find?

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92 results found

  1. Occupiers over 17 – there is no section for this information.

    Occupiers over 17 – there is no section for this information.

    13 votes
    under review  ·  0 comments  ·  Admin →
    How important is this to you?

  2. 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.

    14 votes
    under review  ·  1 comment  ·  Admin →
    How important is this to you?

  3. Mothers maiden name on the fact find

    having the mothers maiden name as a field in the FF to fill in as this pushed through to the lender portalh

    12 votes
    0 comments  ·  Admin →
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  4. Dependents: the drop down menu, to say- clients confirmed No dependents. Otherwise it looks like you have just not asked

    Dependents: There should be an option in the drop-down menu to indicate "clients confirmed no dependents." Otherwise, it appears as if the question has not been asked. This option would clearly show that you have verified they do not have any dependents. This is similar to the drop-down menu for insurance demand and needs, which includes the option "clients confirmed no active insurance policy in place."

    8 votes
    0 comments  ·  Applicant Details  ·  Admin →
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  5. Client notes in Fact Find

    Free format Soft Fact Finding section for Fact Find

    I have always been told that soft fact finding is as important as hard fact finding. it would be really useful to have a free format text section as part of the fact find. (This information is not readily locatable in the notes section, which would be the other obvious place to put it).

    4 votes
    0 comments  ·  Admin →
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  6. Dependants Drop down List - Move Son and Daughter to top

    Amend order of Relationship type and move Sone and Daughter to top as the most common options
    Also allow user to freetype in field which will display matched relationship types as the user types i.e. type "dau" and daughter could be selected

    5 votes
    planned  ·  0 comments  ·  Applicant Details  ·  Admin →
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  7. Notes section

    Text and font should be uniform, doesnt look professional when sending out communication to clients

    3 votes
    0 comments  ·  Other  ·  Admin →
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  8. Mortgage Payment Details

    having questions about how they would like to pay for their mortgage details. Eg Proc fee added to load, Valuation fee paid on card attached in FF.

    2 votes
    0 comments  ·  Admin →
    How important is this to you?

  9. Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    Employment history should prompt for last 3 years if only ben in there role for less than this time period, as all lenders require this.

    8 votes
    1 comment  ·  Applicant Details  ·  Admin →
    How important is this to you?

  10. Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    Having a question in the fact find about if there is any applicants under 17 living in the mortgage property that are not related.

    7 votes
    0 comments  ·  Applicant Details  ·  Admin →
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  11. Council Tax

    Existing Property Data such as Council Tax, Date of Purchase, Existing Mortgage Data does not pull through to 'Mortgages' meaning it has to be double keyed.

    7 votes
    0 comments  ·  Existing Properties  ·  Admin →
    How important is this to you?

  12. Add filter for document types

    It would be extremely useful to be able to Drag and Rearrange documents so we can bunch up Bank Statements, Payslips etc for quick review.

    6 votes
    planned  ·  2 comments  ·  Applicant Details  ·  Admin →
    How important is this to you?

  13. Ability to lock protection fact find to clients post application

    We need to ensure the Protection Fact Find is not able to be edited by the client(s) post insurance product application. Currently they are able to amend their information which is leading to potential compliance issues.

    10 votes
    under review  ·  1 comment  ·  Protection Fact Find  ·  Admin →
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  14. individual background properties not showing under other applicant

    For clients with individual properties in the background, they do not show up when you search for one applicant only (you can only search/select one applicant).
    I.E. If you search/select for one client on a joint case, you select the case (a new joint mortgage), the fact find shows as all joint inputs, however when you go into the existing property tab only properties for that applicant you searched for will show. NO existing properties show for the second applicant. they will only show if you go back in and search under the 2nd applicants name - and then app…

    6 votes
    1 comment  ·  Existing Properties  ·  Admin →
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  15. Existing property details such as date moved in and property valuation do not pre populated from the property address in the FF

    Existing property details such as date moved in and property valuation, do not pre populated from the property address in the FF into the Existing property even when you sue the drop down menu.

    7 votes
    0 comments  ·  Existing Properties  ·  Admin →
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  16. Allow advisers to update client's employment status

    Being able to amend the customers employment status once the customer or us has added it in. i.e customer inputs that they are employed and fills in all the other info but they are actually a self employed director. currently you have to delete the entry and redo it as self employed.

    11 votes
    planned  ·  0 comments  ·  Income  ·  Admin →
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  17. ADD Box that allows advisor to key gross from payslip that system then annualises

    Is it possible to implement in income an option whereby you could key the monthly total shown under gross on a customers payslip and then the system annualises the gross. I have had this feature with other systems I have used and it does save time.
    Obviously we would still need the option to be able to type in a gross income as those for example paid 13 times a year would otherwise have an income shortfall shown, so my suggestion is the addition of a box where the monthly income could be keyed and then calculated and populated to…

    3 votes
    0 comments  ·  Income  ·  Admin →
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  18. Credit Commitments Lender Name

    Enable freetyping of the company name linked to the commitment. It is very common for the name not be an existing Lender or Provider and it not efficient to scroll down to Other and Free type from there. It is also not evident that Other is an option and allows freetyping so may lead to incorrect names being recorded

    9 votes
    under review  ·  2 comments  ·  Commitments  ·  Admin →
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  19. Vulnerable Customer questions in Additional Fields (Sesame)

    There are currently 23 questions in Additional Fields but a large number only need to be completed if relevant. Make this section reflexive and display only the 5 main questions and the remainder if relevant to the answers provided in the main questions

    9 votes
    started  ·  1 comment  ·  Admin →
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  20. Early Repayment Charge (ERC) visibility in Existing Properties

    When recording an existing mortgage on Existing Properties and it is a remortgage you are not prompted to record the Early Repayment Charge which is important for compliance purposes.
    The question "Is this mortgage to be repaid before completion of new mortgage (select no if you are remortgaging this property)?" should be reworded to remove the text in brackets so the ERC is recorded in all scenarios

    8 votes
    1 comment  ·  Existing Properties  ·  Admin →
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