Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find

CATEGORIES
All ideas
My feedback
Applicant Details 19 ideas
Commitments 5 ideas
Existing Properties 7 ideas
Expenditure 3 ideas
Fees 1 idea
Income 8 ideas
New Mortgages 20 ideas
Other 4 ideas
Protection Fact Find 1 idea
summary 3 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 15 ideas
- Client Portal 20 ideas
- Dashboard 11 ideas
- Document Store 17 ideas
- Emails 21 ideas
- Fact Find 94 ideas
- General 185 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

Address history for last 3 years - should be a compulsory component to the fact find.

Address history for last 3 years - should be a compulsory component to the fact find.

14 votes

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

under review · Aug 12, 2024

An error occurred while saving the comment

Larissa Tait commented · June 17, 2024 7:11 AM · Report

Employment history for last 3 years - should be a compulsory component to the fact find.

Submitting...