9 results found
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Have a Date Stamp for "Offer issued"
You have a date for submission, completed & even offer expiry but there is no section to input when it was offered?
This is really helpful to be able to look at how long a case has taken to get to offer, and offer to completion etc
Thanks12 votesThank you for posting your idea to improve Smartr365.
We are happy to let you know that your idea is part of the changed we have made to the platform and that this is now live.
Thanks,
Product Team @ Smartr365
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Remortgage leads should NOT include everything from the completed mortgage
You have recently changed it so that the remortgage lead created now populates every single field from the completed mortgage. This includes dates the mortgage was submitted and completed, the proc fees, the notes on the case etc. Most of these fields will never be the same for the remortgage. It is also going to make it very difficult when reporting as the submitted date and completed date will be populated. It is extremely poor data management and mis use of the system. Only data that is unlikely to change should be pre populated.
34 votes -
Floor the flat is on
What floor is flat on if block of flats would be helpful in the fact find
12 votesHi,
Thanks for your feedback. This field is available on the new mortgages form when the property type is flat.
Thanks,
Product Owner -
Date stamp for fees paid
Include the date fees were paid to pull through to reporting
17 votesThanks for your feedback on Fee Paid dates.
We have added a Fee Paid Date field for each of the fee’s recorded on Smartr Mortgage Cases. We have also included a Misc Fee, so you can record other income now previously included.
Keep your eye on the release notes for more details. These will be released to Production with next week.
Thanks,
Thora Kehoe
Product Manager. -
HMO Buy to Lets
additional product for buy to lets HMO. House of multiple occupants
6 votesThanks for your feedback about Smartr365.
We have added this field into the mortgage case form. Check out release notes for more information as this goes live!
Thanks,
Thora, Head of Product @ Smartr365
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add Ad Hoc Fee (time stamp)
extra fee to be used (admin fee, valuation fee, referral fee)
13 votes -
Completed date and valuation date
As for dates – I cannot work without knowing when valuations are booked in or when a case completes, or when it is due to complete. These are such simple requirements, I don’t understand how any broker can work without these.
12 votesThe completion date is available on the Mortgage form for you to track the estimated Completion date, and actual completion date once the time is reached.
Thank you for your feedback.
Kind regards,
Smartr Product Team
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Add Lender Arrangement Fee
Add to FF
6 votesThanks for your feedback about Smartr365.
We have added this field into the mortgage case form. Check out release notes for more information as this goes live!
Thanks,
Thora, Head of Product @ Smartr365
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Solicitor details new deal
Would be great if we could simply type a solicitor details in by using the address lookup when doing a new mortgage, then on completion those solicitor details are moved to a solicitor box which could be used as a pick box for the next client?...I know you have the eConveyancer integration but many advisers use different conveyancing services, I currently use MovinLegal for example so it would be great if I could 1 click select a solicitor I had used before
4 votesThanks for your feedback.
On the mortgage case, you can directly select from your solicitors dropdown and quickly add to your address book.
Thanks for helping us to improve the platform.
Thanks,
Thora,
Product Owner
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