Skip to content

How can we improve the Smartr365 Fact Find?

Fact Find

CATEGORIES
All ideas
My feedback
Applicant Details 21 ideas
Commitments 5 ideas
Existing Properties 8 ideas
Expenditure 4 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 17 ideas
- Client Portal 23 ideas
- Dashboard 11 ideas
- Document Store 22 ideas
- Emails 31 ideas
- Fact Find 108 ideas
- General 287 ideas
- Introducers 6 ideas
- Lender Integration 5 ideas
- Notes 13 ideas
- Notifications 9 ideas
- Protection 26 ideas
- Reporting 9 ideas
- Sourcing 5 ideas
- Suitability Report Generator 11 ideas
- Tasks 10 ideas
- Workflow 16 ideas

Using AI to pre populate Passport numbers and play slip info into Fact find.

Using AI to pre populate Passport numbers and play slip info into Fact find.

1 vote

shirin.patel shared this idea · Jan 21, 2026 · Report… · Admin →

An error occurred while saving the comment