Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find: New Mortgages

CATEGORIES
All ideas
My feedback
Applicant Details 17 ideas
Commitments 5 ideas
Existing Properties 7 ideas
Expenditure 3 ideas
Fees 1 idea
Income 8 ideas
New Mortgages 19 ideas
Other 4 ideas
Protection Fact Find 1 idea
summary 3 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 20 ideas
- Dashboard 11 ideas
- Document Store 17 ideas
- Emails 21 ideas
- Fact Find 91 ideas
- General 182 ideas
- Introducers 6 ideas
- Lender Integration 1 idea
- Notes 12 ideas
- Notifications 7 ideas
- Protection 22 ideas
- Reporting 6 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 6 ideas
- Workflow 14 ideas

Removal of the questions relating to procuration fee on client Factfind

Removal of the questions relating to Procuration fee on client Factfind as this is confusing and not relevant to clients

24 votes

Andy Jenkins shared this idea · Jul 13, 2021 · Report… · Admin →

under review · Mar 11, 2024

An error occurred while saving the comment