Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find

CATEGORIES
All ideas
My feedback
Applicant Details 25 ideas
Commitments 5 ideas
Existing Properties 8 ideas
Expenditure 5 ideas
Fees 1 idea
Income 11 ideas
New Mortgages 20 ideas
Other 5 ideas
Protection Fact Find 2 ideas
summary 3 ideas

Searching…

No results.
Clear search results

- Buildings & Contents 11 ideas
- Cases View 19 ideas
- Client Portal 24 ideas
- Dashboard 12 ideas
- Document Store 22 ideas
- Emails 35 ideas
- Fact Find 122 ideas
- General 324 ideas
- Introducers 7 ideas
- Lender Integration 5 ideas
- Notes 13 ideas
- Notifications 9 ideas
- Protection 27 ideas
- Reporting 10 ideas
- Sourcing 5 ideas
- Suitability Report Generator 12 ideas
- Tasks 12 ideas
- Workflow 17 ideas

National insurance number should be in the current employment, not future income

National insurance number should be in the current employment, not future income

9 votes

Larissa Tait shared this idea · Jul 9, 2025 · Report… · Admin →

An error occurred while saving the comment

Denise Francis commented · May 13, 2026 2:51 AM · Report

Agee, should be in the Current income section

Submitting...
Samantha jane rosemarie Wheeler commented · May 12, 2026 3:09 AM · Report

needs to be in the income section not with the names and surname

Submitting...