103 results found
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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…4 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 -
self employed income
Ability to move self employed income down. When an existing client updates us with their latest years figures you have to rekey all years, should have the ability to add latest years or move figures down
3 votes -
Vulnerable question should be in fact find rather than in the mortgages section .
Vulnerable question should be in fact find rather than in the mortgages section .
3 votes -
Add 2nd client to existing properties
Where a client adds their existing property themselves, there doesn't seem to be an option (for them or me) to make it a joint property. Please could this be rectified.
3 votes -
Expenditure to be more broken down more details ( same as lenders)
Expenditure to be more broken down more details (same as lenders) and should also cover things like if i have added in a existing life cover this should push into the expenditure as they have said i have this policy and am paying a premium on this. Same with if I have 3 BTL properties i get the choice to add this into my clients expenditure and this also doesn't show on the figure only in the key and net amount.
3 votes -
Buyer type needs to be identified for each applicant
The system only has one buyer type per case, whereas a FTB might be buying a property jointly with someone who is not a FTB. Lenders ask the question for each applicant.
Also, a purchase assumes that the applicants have an existing mortgage. That is not always the case and this causes wrong information to be provided to lenders. This has resulted in me having to re-key an application.3 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.
3 votes -
Notes section
Text and font should be uniform, doesnt look professional when sending out communication to clients
3 votes -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
2 votes -
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
2 votes -
name change date
Please could you add a field for date of name change where a client has indicated that their name has changed.
2 votes -
marketing preferences
can there please be an option for no contact/no permission. At present, it's difficult to tell whether the clients have not given permission or whether someone has simply not completed the section.
2 votes -
Foreign Nationals - Permanent Rights to Reside
Currently, only some nationalities prompt the question regarding indefinite leave to remain. Please can the question be prompted for all foreign nationals?
2 votes -
2 votes
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Add temporary solicitors
A client will often choose a solicitor that we as a broker will never deal with again. Please could there be the ability to add solicitors details to the fact find without have to save their details
2 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 -
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 -
HMO bathrooms and kitchens
idea.. can you add a section for HMO which includes number of bathrooms and number of kitchens as this is an important factor. Thanks
1 vote -
Make Constituent country mandatory
when using lender connect with Barclays the euro message say country of residence and there is no field. Please make constituent country mandatory. Tis would resolve a lot of issues using Econveyancer and Smartr Connect
1 vote
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