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 3 ideas
Protection Fact Find 1 idea
summary 2 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 21 ideas
- Dashboard 10 ideas
- Document Store 16 ideas
- Emails 16 ideas
- Fact Find 79 ideas
- General 140 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 10 ideas
- Notifications 10 ideas
- Protection 18 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 9 ideas
- Tasks 5 ideas
- Workflow 13 ideas

Postcode Search Update

Properties and tenants pulled through are out of date

2 votes

Anonymous shared this idea · Feb 15, 2021 · Report… · Admin →

declined ·

Thora Kehoe Adviser responded · Feb 1, 2022

This idea has been archived due to inactivity.

Thanks,

Product Team

An error occurred while saving the comment