81 results found
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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.
5 votes -
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.
7 votes -
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…3 votes -
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.
5 votes -
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.
9 votes -
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…2 votes -
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
8 votes -
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
8 votes -
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 scenarios7 votes -
Fact find - Gender
we can offer people a different box other than male or female. Ideally we need it to give them the choice and just have a box with previous name to signal if there has been a gender change? Ive got a meeting with compliance in a few weeks and it will come up again no doubt
5 votes -
Add living with partner to Fact Find
We have had a few cases lately where out clients live with their partner but are not party to the mortgage, but you have no option to select 'LIVING WITH PARTNER' ... Could this be added please
13 votes -
Fact find logs
When we receive our data extract, it has all of the logs from all fact finds ever entered or change in Smartr365 for that applicant. Is it possible to have this log in Smartr365, or have an auto download in pre offer processing? This is so if the fact find changes when the clients some back , we dont loose the original copy if we have not saved it the first time.
3 votes -
Time stamping the Fact find, inside tbh document, similar to EOR
Time stamping the Fact find, inside tbh document, similar to EOR
1 vote -
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.128 votes -
Add option for Unencumbered properties
Can we have an option for unenecumbered properties. At the moment, I have to add £1 into the 'existing balance' section if I am creating a case for a new mortgage.
32 votes -
Fact Find - send a copy of fact find to Document store upon Completed
Could we have a copy of the fact find download into the Document store so a record of the case prior to a new case being made can be stored. Can the naming convention include the date as well?
This would help with regards to compliance when they are reviewing completed cases as they go through advisor records
22 votes -
Display dependent age not years still dependent
Show age for dependents rather than number of years 'still dependent'. There is no logic for the latter when lenders only ask the former. This section is confusing at first glance when trying to submit an application
43 votes -
Prompt for 3 addresses in history
Fact Find should prompt you if three address history has not been captured.
30 votes -
property details
Can we please have additional property details like garage space, parking space, epc rating, if ex local property, if property has deck access, if property is above or near commercial premises.
27 votes -
Automatically move Employment details From Existing to History on Employment change
Add a "Current Employment" and "Yes/ No" tick box and an "End Date" in the current employment section so that when a client changes employment the previous details are automatically moved to the previous Employment section.
This means that we can save time by not having to add the details to employment history and then delete from Current history and will also avoid potential to lose the data if this is done the wrong way round.
37 votes
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