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How can we improve the Smartr365 Fact Find?

Fact Find: New Mortgages

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equity release fact find

equity release - add an ER fact find

arieh uservoice.PNG 16 KB

29 votes

Gregor McMeechan shared this idea · Feb 8, 2021 · Report… · Admin →

under review · Feb 26, 2024

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Lynn Woodward commented · February 28, 2024 2:02 AM · Report

Please could you amend the fact find to include equity release so we dont have to duplicate the work and have to put it on Smartr and also do a paper one. Its a total waste of time.

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AdminWesley Ronayne (Admin, smartr365) commented · December 11, 2020 6:55 AM · Report

Would be very interested to see what we are looking to do with equity release as it will be different to how we complete residential mortgages.

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AdminAnonymous (Admin, smartr365) commented · October 8, 2020 4:47 AM · Report

additional product type to list as ‘lifetime mortgage’?

Acting as a blocker as client cannot record such a case in the system

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