Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find: New Mortgages

CATEGORIES
All ideas
My feedback
Applicant Details 19 ideas
Commitments 5 ideas
Existing Properties 8 ideas
Expenditure 3 ideas
Fees 1 idea
Income 8 ideas
New Mortgages 20 ideas
Other 4 ideas
Protection Fact Find 1 idea
summary 3 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 15 ideas
- Client Portal 21 ideas
- Dashboard 11 ideas
- Document Store 19 ideas
- Emails 26 ideas
- Fact Find 98 ideas
- General 212 ideas
- Introducers 6 ideas
- Lender Integration 2 ideas
- Notes 12 ideas
- Notifications 8 ideas
- Protection 22 ideas
- Reporting 6 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 14 ideas

adding estate agents

is there a facility to add esate agents as there is for solicitors

1 vote

Amir Kharkowa shared this idea · Jul 1, 2020 · Report… · Admin →

declined ·

Thora Kehoe Adviser responded · Mar 24, 2021

Archived due to inactivity and votes.

An error occurred while saving the comment