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How can we improve the Smartr365 Fact Find?

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4 results found

  1. Vulnerable Customer questions in Additional Fields (Sesame)

    There are currently 23 questions in Additional Fields but a large number only need to be completed if relevant. Make this section reflexive and display only the 5 main questions and the remainder if relevant to the answers provided in the main questions

    8 votes

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    started  ·  1 comment  ·  Admin →
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  2. Add a field for property EPC Rating to the Fact Find

    Add a field for property EPC Rating so that the information is held in the system and allows for easier sourcing of green products as the information will be held within the CRM

    56 votes

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    started  ·  5 comments  ·  Existing Properties  ·  Admin →
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  3. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    Just make all expenditure tabs monthly

    68 votes

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    2 comments  ·  Commitments  ·  Admin →
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  4. Product Transfer as Buyer Type

    not additional product type

    split of remortgage data to include seperate date for PT's only

    Another product transfer to do today and depsite my best efforts in telling you all I'm doing is building up a massive list of what appears to be Remortgages where I cant tell what was done and when except for the case number! When that client calls me in 5 yrs I'm gonna be picking through a list with no clear idea of when to find the last PT!

    Also for a PT or Remo you can't put in the current payment , balance and…

    55 votes

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    started  ·  8 comments  ·  New Mortgages  ·  Admin →
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