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Fact Find: Income

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Accountant's address

For self-employed applicants, the accountant's section is not detailed enough. Most lenders will require the firm's address, but there is no option to enter this currently in the fact find

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Richard Webb shared this idea  ·   ·  Report…  ·  Admin →
completed  ·  Thora Kehoe Adviser responded  · 

Thank you for your feedback on Smartr365.


We have incorporated this feedback into our Fact Find and added in the accountant address for the self employed fact find forms. 


Keep an eye on the release notes for more information!


Thanks,

Thora

Head of Product @Smartr365

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  • Ajay Nayyar commented  ·   ·  Report

    Have accountant's details on file for self employed applicants

  • Luke Northcott commented  ·   ·  Report

    Under the fact find, for self employed, it would be good to have a box for "nature of duties", and also "accountant's details" including full name, company name, phone number email and postal address.

  • Ilhami Agca commented  ·   ·  Report

    Accountant section for Sole Trader, Sole trader name box and trading address please