Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find: New Mortgages

CATEGORIES
All ideas
My feedback
Applicant Details 14 ideas
Commitments 4 ideas
Existing Properties 7 ideas
Expenditure 2 ideas
Fees 1 idea
Income 8 ideas
New Mortgages 19 ideas
Other 4 ideas
Protection Fact Find 1 idea
summary 3 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 11 ideas
- Document Store 17 ideas
- Emails 21 ideas
- Fact Find 84 ideas
- General 167 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 12 ideas
- Notifications 7 ideas
- Protection 21 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 13 ideas

Case type - Commercial

When creating a new lead, under select case type, there should be an option to choose Commercial

2 votes

Sami Al-Rawi shared this idea · Jun 11, 2020 · Report… · Admin →

declined ·

Thora Kehoe Adviser responded · Mar 24, 2021

Archived due to inactivity and votes.

An error occurred while saving the comment