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Fact Find

Fact Find

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How can we improve the Smartr365 Fact Find?

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2 results found

  1. Pre-Filled Categories

    The Fact Find should have categories already in the expenditure section so that customers when completing it online do not miss items e.g. food, gym memberships, council tax, water, gas, electricity, pet insurance etc etc. At the moment 99% of customers completing online do not fill in an accurate expenditure.

    35 votes

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    planned  ·  5 comments  ·  Expenditure  ·  Admin →
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  2. fact find commitment and expenses

    commitment and expenses part in the fact find could be connected

    13 votes

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    planned  ·  1 comment  ·  Expenditure  ·  Admin →
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