92 results found
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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
15 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.
4 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.130 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.
33 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
23 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
47 votes -
Prompt for 3 addresses in history
Fact Find should prompt you if three address history has not been captured.
31 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.
30 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.
40 votes -
Streamline the whole thing
TOO MANY QUESTIONS THAT AREN'T MANDATORY OR RELEVANT TO MANY CLIENTS. (Adverse questions could be grouped into 2-3 questions, vulnerable client questions could be hidden from view with a couple of generic questions to begin with) Mandatory questions should be highlighted throughout.
17 votes -
FACT FIND - Too much scrolling
There is too much scrolling down on the fact find and it would be better if it was just a full page that you can see every question
32 votes -
Show more information on Employment page
While I have your attention 😊
Can the employment information automatically show up, rather than having to click the icon to amend it.
Again, when completing a application it would make things easier to get the information.29 votes -
Add a field for property EPC Rating to the Fact Find
Add a field for property EPC Rating so that the information is held in the system and allows for easier sourcing of green products as the information will be held within the CRM
57 votes -
Highlight mandatory fields with an * while completing / reviewing the Factfind.
Highlight mandatory fields with a * while completing / reviewing the Factfind. Allows for the quicker identification of missing information by a client or adviser.
22 votes -
Existing Properties Limited Company
When selecting is this property owned by a limited company and the answer is yes it should ask for the company name so it is easily distinguished if the client has multiple existing properties.
21 votes -
Need to show "Equity Release" as a drop down option under "Additional Product Type"
Need to show "Equity Release" as a drop down option under "Additional Product Type"
12 votes -
40 votes
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Deceased Option in Fact Find
Deceased button on clients- rather than having to leave a note to avoid awkward conversations with partners/ 2nd applicants
20 votes
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