Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find

CATEGORIES
All ideas
My feedback
Applicant Details 20 ideas
Commitments 5 ideas
Existing Properties 8 ideas
Expenditure 3 ideas
Fees 1 idea
Income 10 ideas
New Mortgages 20 ideas
Other 5 ideas
Protection Fact Find 1 idea
summary 3 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 11 ideas
- Cases View 16 ideas
- Client Portal 23 ideas
- Dashboard 11 ideas
- Document Store 21 ideas
- Emails 28 ideas
- Fact Find 103 ideas
- General 255 ideas
- Introducers 6 ideas
- Lender Integration 4 ideas
- Notes 13 ideas
- Notifications 8 ideas
- Protection 23 ideas
- Reporting 9 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 8 ideas
- Workflow 14 ideas

Mothers maiden name on the fact find

having the mothers maiden name as a field in the FF to fill in as this pushed through to the lender portalh

12 votes

Larissa Tait shared this idea · Jun 17, 2024 · Report… · Admin →

An error occurred while saving the comment