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How can we improve the Smartr365 Fact Find?

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2 results found

  1. Remove the Council tax from being annual amount to monthly like all other areas in the expenditure section, this is confusing

    Just make all expenditure tabs monthly

    66 votes

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    planned  ·  2 comments  ·  Commitments  ·  Admin →
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  2. Ask specific Commitment Questions (Credit Card, Loan etc) & tickbox for no credit outstanding

    On the commitments section, so customers don't miss it, could questions be asked such as, do you have a credit card? do you have a loan? do you have care finance? If they answer yes, then the section becomes mandatory to add details?

    Having a tick box for our Credit Commitments that says the client has no outstanding credit , rather than empty. As the advisors have to check they haven't forgot to fill in , where if they had a tick box saying I ahve non they don't need to ask and helps with knowing the client has told…

    93 votes

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    planned  ·  6 comments  ·  Commitments  ·  Admin →
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