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How can we improve the Smartr365 Fact Find?

Fact Find: Expenditure

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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.

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Matthew Preston shared this idea  ·   ·  Report…  ·  Admin →
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  • Gavin Watson commented  ·   ·  Report

    I agree. The current "Expenditure" list is too high level for what is now needed. The one like in Twenty7Tec would be better. The fact a more granular list is needed, then it's important the categorise too, otherwise it will look overwhelming for the client

  • Frankie Cole commented  ·   ·  Report

    I agree would like the Expenditure tab broken down a lot further. Maybe use the one in Twenty 7 Tec. Would also be good if the clients income pulls through and shows there overall monthly budget. I am with MAB and there system is brilliant for this.

    Also can take away one persons income to show a shortfall excellent for protection sales

  • Greg Burnett commented  ·   ·  Report

    I agree and think this should be prioritised.

    The more it's broken down the easier it is for clients to accurately complete too

  • Richard Webb commented  ·   ·  Report

    The expenditure section does not allow for a detailed enough breakdown. It would be useful to have separate categories for things such as mobile phones, buildings insurance, car insurance and maintenance, professional fees, personal pension contributions etc.
    At present these commitments can only be lumped together under 'Other Expenditure. Many lenders' affordability calculators expect these expenses to be recorded separately however

  • Matthew Preston commented  ·   ·  Report

    Expenditure on the Fact Find should be pre-filled with categories e.g. food, council tax etc. As currently, customers just bypass it and miss it out.