51 results found
-
Show bank details
You have obscured the clients Bank details!!!!
What is the point of asking for them if they are obscured
6 votes -
Update client address, once a purchase completes
When a client completes on their new purchase it seems very strange that we cannot update their NEW current address on the fact find. It is very important to update the clients NEW address to their current one and it seems a very backwards process for us to have to then manually update the fact find (as if we are starting from scratch again). They key has a simple prompt for us to update the clients address when we change a mortgage from Offered to COMPLETED
100 votes -
We have blocked the ability to put in the gross monthly amount and the system works out the calculated the annual gross Salary.
We have blocked the ability to put in the gross monthly amount and the system works out the calculated the annual gross Salary.
Most of the time we get single payslips, so having to combine all the amounts to see the annual salary is more work than doing one payslip and seeing they make 5000 Gross , so the system works out its annual salary amount from this is 60000.1 vote -
Have a Date Stamp for "Offer issued"
You have a date for submission, completed & even offer expiry but there is no section to input when it was offered?
This is really helpful to be able to look at how long a case has taken to get to offer, and offer to completion etc
Thanks12 votesThank you for posting your idea to improve Smartr365.
We are happy to let you know that your idea is part of the changed we have made to the platform and that this is now live.
Thanks,
Product Team @ Smartr365
-
Commitments / Outgoing - Income
On the commitments / outgoings page, it would be good if the option to show net income and therefore the disposable income would be useful.
19 votesHi all,
We have now launched the Financial Overview which gives users a view of the client's net income and disposable income.
Thanks,
The Product team
-
Can the net income box please be amendable, so that we dont have to add the deductions from gross income?
Having to add in all the deductions is brutal, especially if the client has variable income and we need to take a 3 month average. It leads to a mind-numbing number of manual calculations. Or if the client has lots of different deductions (Police pay slips etc) it is horrendous! If the net income box was amendable then those that want to add the deductions still can, and those that dont want to can just input the net income.
20 votes -
Notes dont close
When you click on notes for a specific case, and do not manually exit, these notes remain on the screen even if you search/ select for another case. This means its very easy to add notes to the incorrect case or reference incorrect notes.
10 votes -
Submitted to Lender - being made mandatory
Having ‘Submitted to Lender’ date made a mandatory field, as it is a crucial field when creating reports on PowerBI.
7 votesThank you for your feedback.
Since you logged this suggestion, we have made 'Submitted to Lender' date mandatory once the mortgage case is in Pre Offer Processing.
Thanks,
Smartr Product Team
-
Clients Marketing preferences
Clients Marketing preferences
This is the way of the world, we need to know each client permissions for further marketing. We all get consent to their data for the current transaction, I'm sure we all ask for future contact / marketing permission.
On the Case Summary / or start of the fact find its imperative to eyeball that clients contact preferences to ensure we only contact them to their consented permissions.have an option to select preferred method of contact for the client - Phone / Email / Text / Instant messaging . This should be an option since GDPR…
45 votes -
Being able to move COMPLETED mortgages into EXISTING in the fact find.
Once a mortgage has completed in Smartr (after entering all that information into Smartr) it does NOT then show in existing mortgages. So you would have to manually input that data again into EXISTING mortgages in the fact find to have an up to date fact find. They should mirror each other.
1 vote -
Fact find shows Current age
Fact find - once Date of birth is inputted it should show current age next to it
53 votesHey there,
The factfind now shows the current age on the personal details page when the date of birth is inputted. See screenshot attached.
Thank you for all your votes.
Warm regards,
Product Team.
-
financial commitments
automatically upload financial commitments from credit cards etc within the budget planner above. seems silly we have to do the bottom bit first them copy the figure provided
28 votesHi all,
Thank you for your feedback. We have removed the additional Credit commitments field in the top section so that this information only needs to be entered once.
Thanks,
The Product team
-
Ensure when entering Income gross figure, you can also enter net figure
System allows you to enter Gross income annually and monthly, then takes the monthly gross figure down and enters that in the net monthly section. That is clearly wrong and you can't edit that section
16 votesHi there,
This change was delivered as part of the simplified toggle to enter the Total net monthly figure.
Thanks,
The Product Team
-
Remortgage leads should NOT include everything from the completed mortgage
You have recently changed it so that the remortgage lead created now populates every single field from the completed mortgage. This includes dates the mortgage was submitted and completed, the proc fees, the notes on the case etc. Most of these fields will never be the same for the remortgage. It is also going to make it very difficult when reporting as the submitted date and completed date will be populated. It is extremely poor data management and mis use of the system. Only data that is unlikely to change should be pre populated.
34 votes -
Add the new field: "Date of name change"
I'm just doing an application for Pepper Money and they ask a typical question: "Has the applicant ever been known by another name in the last 6 years".
However the Smartr365 fact find does not contain this information.
I know my married client has a maiden name, but Smartr does not ask when they changed their name.
9 votesWe have added a section to the Personal details area which includes previous name and details for when the change was made.
Thank you for your feedback,
Kind regards,
Smartr Product Team
-
Floor the flat is on
What floor is flat on if block of flats would be helpful in the fact find
12 votesHi,
Thanks for your feedback. This field is available on the new mortgages form when the property type is flat.
Thanks,
Product Owner -
Date stamp for fees paid
Include the date fees were paid to pull through to reporting
17 votesThanks for your feedback on Fee Paid dates.
We have added a Fee Paid Date field for each of the fee’s recorded on Smartr Mortgage Cases. We have also included a Misc Fee, so you can record other income now previously included.
Keep your eye on the release notes for more details. These will be released to Production with next week.
Thanks,
Thora Kehoe
Product Manager. -
Credit commitments monthly payments
Credit Commitment monthly payments should automatically feedthrough to the budget planner (in the Credit Commitments field)
17 votesHi,
This change was delivered with the Financial Overview changes we made last year.
Thanks,
The Product Team
-
HMO Buy to Lets
additional product for buy to lets HMO. House of multiple occupants
6 votesThanks for your feedback about Smartr365.
We have added this field into the mortgage case form. Check out release notes for more information as this goes live!
Thanks,
Thora, Head of Product @ Smartr365
-
add Ad Hoc Fee (time stamp)
extra fee to be used (admin fee, valuation fee, referral fee)
13 votes
- Don't see your idea?