35 results found
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DOB
Having DOB a filter to fill in when client gets to Pre offer processing as it should be filled in by this stage
2 votesMoving to Archive due to inactivity or no votes in 6 months
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Valuation
Have the ability to annotate the New Mortgage section if the property has been down valued.
This would also need to allow the user to add the the following revised information: Reduced Property Value, Revised Rental Income, New Mortgage Amount (if applicable). you could also add a mandatory Tick Box for new ESIS/Quote Produced and Addendum Letter Issued to the Client(s).
This would allow the case to show a true reflection of the full process from application to completion.
1 vote -
Drivers License
A driving license can be used as proof of identity, so add fields so that details can be recorded similar to a passport.
1 voteArchived due to inactivity
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Include Dates on FactFind
The option to include dates on the FactFind for date of commence, any changes and FactFind completion.
2 votesArchived due to inactivity
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having an other in the drop down menu for dependants
Having a drop down for dependants, as not all dependants will be family adn there is no 'other' n teh drop down list.
1 voteArchived due to inactivity
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Credit Commitments - Relevant Information
When adding a Credit Commitment, the field titled "Loan Type" needs to be reworded. Perhaps something like just "Type" so that it is generic.
Also, when selecting the 'Type' the system should only then show the relevant fields for that particular 'Type'.
For example, when selecting 'Personal Loan' is still asks for the 'Credit Limit'.
3 votesArchived due to inactivity
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Add other income section to PDF
Add the other income section to the FF PDF
1 voteArchived due to inactivity
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Make the downloaded fact-find consistent with the live version.
The downloaded version refers to "Total amount readily accessible savings (after deposit)" the live version simply states Total Savings amount.
2 votesArchived due to inactivity
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Add expected retirement field to the FF
Field to show when they are expected to retire
1 votedeclined as the field already exists
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Address pull through when not yet had offer accepted
allow purchase address to pull through to us even if an offer has not been accepted.
1 voteThis idea has been archived due to inactivity.
Thanks,
Product Team
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1 vote
This idea has been archived due to inactivity.
Thanks,
Product Team
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Average Salary for Hourly Paid employees.
Average Salary Hourly Paid employees.
1 voteThis idea has been archived due to inactivity.
Thanks,
Product Team
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Existing property and remo op need to be unlinked
Currently if you have an existing property and a remo has been created for it. If you change the amount outstanding on the remo it automatically updates the existing property as well.
0 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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Amount needed to borrow (New Field)
There are times when a lender will not lend the amount required by the client as the property has been valued at less than it was previously valued at.
Is mortgage amount outstanding £3 million the property was valued at £6 million.
The lender valued the property at £5 million and will only lend at 60% LTV meaning the client can only borrow £2.5 million but there is nowhere in smartr to record the amount looking to be borrowed which is now different to the amount outstanding
1 voteThis idea has been archived due to inactivity.
Thanks,
Product Team
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Adding Further Advance on Existing Properties
Can you add the facilioty to add Further ASdvances to existing Properties/Mortgages. Many cinets may have a Further advance or second charge on a property which has a different Int rate and term to the main mortgage. Therefore at the moment it it not possible to enter this info correctly and show a true reflection of the clients current situation. It also means that i cannot create a separate remortgage opportunity for this product
1 voteArchived due to inactivity.
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Postcode Search Update
Properties and tenants pulled through are out of date
2 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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Other Annual Income
To pull through to sourcing correctly
2 votesArchived due to inactivity.
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Workflow for Product transfer
please get the product transfer workflow sorted
1 voteArchived due to inactivity.
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exisitng mortgages to populate from address history
allow existing mortgage to automatically populate existing addresses
0 votes -
Bonus - further information
More fields to expand on bonus - if it's annual drop down box for previous years/any deferred stock or cash options - if it's monthly then latest 3/6 months - P60 figures etc.
1 vote
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