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 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 10 ideas
- Document Store 17 ideas
- Emails 20 ideas
- Fact Find 82 ideas
- General 156 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 11 ideas
- Notifications 7 ideas
- Protection 18 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 9 ideas
- Tasks 5 ideas
- Workflow 13 ideas

Is the client vulnerable?

Why does the pop for comments appear if we click no?

smartr idea.pdf 28 KB

3 votes

Sangeetha Madaksira shared this idea · Aug 12, 2024 · Report… · Admin →

An error occurred while saving the comment

Andy Jenkins commented · November 22, 2024 6:07 AM · Report

Agree. I currently type N/A but it’s a bit annoying. Thanks

Submitting...