35 results found
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Notes boxes for 'soft facts'
we would like to see a small notes box on every section of the facfind, these notes are vital in a complaint situation and also in the construction of suitability reports
10 votes -
Tab and type on drop down boxes
the drop down boxes need to work with pressing the first letter of the choice you want to make, for instance, IF i am "tab"ing down and i get th property type, by typing "S" the box should show Semi-detached, instead of me clicking on the drop down and then search for semi detatched
7 votesThanks for your feedback about Smartr365.
This is being archived due to inactivity.
Thanks,
Product Team
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4 votes
Forms have been updated to validate what's required before saving.
This idea has been archived due to inactivity.
Thanks,
Product Team
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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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additional property info - existing properties
Additional option to add further information on properties detailed in existing properties.
3 votesArchived due to inactivity.
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original purchase price on existing property
original purchase price outlined on existing property details.
3 votesArchived due to inactivity.
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Property ownership selection
Enable selection of customer for each property, this could be done through the ownership tab, ie. single/joint ownership.
3 votesArchived due to inactivity.
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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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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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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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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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Case type - Commercial
When creating a new lead, under select case type, there should be an option to choose Commercial
2 votesArchived due to inactivity and votes.
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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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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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Add other income section to PDF
Add the other income section to the FF PDF
1 voteArchived 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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