How can we improve the Smartr365 Fact Find?

Fact Find: Existing Properties

re-mortgage opportunity should be created when completing existing property details if re-mortgage expiry is in the future.

10 votes

Kyle Johnson shared this idea · Jul 19, 2020 · Report… · Admin →

completed ·

Thora Kehoe Adviser responded · Jan 12, 2021

Thanks for your feedback.

Please see an upcoming release for notes on this new feature as it will be going live shortly.

Thanks,
Thora, Product Manager @Smartr365

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Les Whitfield commented · December 15, 2020 6:28 AM · Report

If doing this, I suggest that the default date for contact should be 4 months before expiry of current product but this should be editable

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