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How can we improve the Smartr365 Fact Find?

Fact Find

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Fact Find - send a copy of fact find to Document store upon Completed

Could we have a copy of the fact find download into the Document store so a record of the case prior to a new case being made can be stored. Can the naming convention include the date as well?

This would help with regards to compliance when they are reviewing completed cases as they go through advisor records

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Julian Owusu shared this idea  ·   ·  Report…  ·  Admin →
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  • Linda Vellosa commented  ·   ·  Report

    I see that Smartr now adds FF to the Doc Store when we move the case to Pre Offer Processing (very useful), but I agree that actually it should save the FF at Completed also, as the notes may have changed if circumstances have changed after submission to lender.

  • Stuart Harvey commented  ·   ·  Report

    Completely agree with this, need a snapshot for compliance reasons