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How can we improve the Smartr365 Fact Find?

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2 results found

  1. Credit Commitments - Relevant Information

    When adding a Credit Commitment, the field titled "Loan Type" needs to be reworded. Perhaps something like just "Type" so that it is generic.

    Also, when selecting the 'Type' the system should only then show the relevant fields for that particular 'Type'.

    For example, when selecting 'Personal Loan' is still asks for the 'Credit Limit'.

    3 votes

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    0 comments  ·  Commitments  ·  Admin →

  2. Unsecured credit commitment

    under commitments on the add lender section you have a tick box section for mortgage insurance etc can you add unsecured as a type

    1 vote

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