21 results found
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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.129 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
14 votes -
Allow advisers to update client's employment status
Being able to amend the customers employment status once the customer or us has added it in. i.e customer inputs that they are employed and fills in all the other info but they are actually a self employed director. currently you have to delete the entry and redo it as self employed.
10 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 -
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 -
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
45 votes -
Prompt for 3 addresses in history
Fact Find should prompt you if three address history has not been captured.
30 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 -
Time stamping the Fact find, inside tbh document, similar to EOR
Time stamping the Fact find, inside tbh document, similar to EOR
1 vote -
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 -
40 votes
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Contact phone number for Employer in the income section of the FF
When in the fact find for a client, within the income section, it asks for your current employment, then the address for the Employer, however there is no contact number of the Employer.
36 votes -
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 -
Estate Agent and Solicitor on Summary Screen
It would be useful for the solicitors and estate agent details to be added to the mortgage summary page. I currently have to scroll through the mortgage details to find this every time.
46 votes -
Multiple products on a mortgage
We need the ability to have multiple products on a mortgage. 3 separate parts to the mortgage, I am going to Port and Raise.
I think that on the existing mortgage account, and for the new mortgage we should be given the option to add additional mortgage parts; this means that we could then track the different product expiry dates after and during porting applications.
We need to be able to add more than one mortgage to a single property address.
For current/new mortgages which have multi parts with different rates and expiry dates - would like the ability to…
94 votes -
Add Partnership to Self Employment Type
'Partnership' be added to the 'Self Employment Type Income' as an option.
As a company we deal with Accountants quite a lot and are already receiving enquiries with Partnership Income (Not LLP).
With the tax benefits of Limited Companies being diminished with the increase of corporation tax and tax on dividends, we feel there will be more business choosing to trade this way in the future.
It would be more beneficial to key the income as a Partnership rather than a Sole Trader as it is a true reflection of how they trade and the % of partnership.
17 votes -
BTL portfolio totals
Under 'Existing Properties' it would be useful to have totals boxes/columns for property values, mortgage balances, monthly payments and rental income, for all BTL portfolio properties held
52 votes -
UNABLE TO REACH CLIENT as an option for NPW
UNABLE TO REACH CLIENT as an option for NPW
26 votes -
Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding
On the commitments section, so customers don't miss it, could questions be asked such as, do you have a credit card? do you have a loan? do you have care finance? If they answer yes, then the section becomes mandatory to add details?
Having a tick box for our Credit Commitments that says the client has no outstanding credit , rather than empty. As the advisors have to check they haven't forgot to fill in , where if they had a tick box saying I ahve non they don't need to ask and helps with knowing the client has told…
94 votes -
Pre-Filled Categories
The Fact Find should have categories already in the expenditure section so that customers when completing it online do not miss items e.g. food, gym memberships, council tax, water, gas, electricity, pet insurance etc etc. At the moment 99% of customers completing online do not fill in an accurate expenditure.
36 votes
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