81 results found
-
Date of birth and age of dependants
Can we please add the full date of birth and the age of the dependants to the dependants screen? We can see how long they will be dependants but not their age.
6 votes -
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."
6 votes -
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.
6 votes -
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 selected5 votes -
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.
5 votes -
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 -
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 -
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 -
Consumer BTL
The fact find needs to identify if a BTL property is Business BTL or Consumer BTL otherwise the sourcing could be incorrect.
4 votes -
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 -
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.
4 votes -
Is the client vulnerable?
Why does the pop for comments appear if we click no?
3 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 -
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 -
Fact Find Progress Display
On the summery screen have a dial going up to 100% to show how much of the FF has been completed/or at least had some information input.
I realise this will require all sections of the fact find to have a "yes" or "no" tick box, which would be helpful anyway. It has already been suggested for example to have "no" toggle for dependants and credit history, so the system can see that the questions have not just been missed.2 votes -
Disposable Income Monthly
Why are student loans keyed on the credit commitments section dedicated from the net pay in the Disposable Income Monthly income? These are already reflected in the net pay. Its important to have this section and I quite like it as part of the commitmentss as this is where most lends ask for it but please could it be disconected from the disposable income?
While your at it, there are 3 different sections for student loans on the Fact find. Please could these be either cleaned up on connected so you are not keying the same information utiple times (the…
2 votes -
Notes section
Text and font should be uniform, doesnt look professional when sending out communication to clients
2 votes -
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 -
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 -
Ability to search the notes section
It would be extremely useful to search the notes by word/combination of words and also to be able to jump from top to bottom or to jump to a certain date.
1 vote
- Don't see your idea?