11 results found
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Valuation
Have the ability to annotate the New Mortgage section if the property has been down valued.
This would also need to allow the user to add the the following revised information: Reduced Property Value, Revised Rental Income, New Mortgage Amount (if applicable). you could also add a mandatory Tick Box for new ESIS/Quote Produced and Addendum Letter Issued to the Client(s).
This would allow the case to show a true reflection of the full process from application to completion.
1 vote -
Address pull through when not yet had offer accepted
allow purchase address to pull through to us even if an offer has not been accepted.
1 voteThis idea has been archived due to inactivity.
Thanks,
Product Team
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1 vote
This idea has been archived due to inactivity.
Thanks,
Product Team
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Amount needed to borrow (New Field)
There are times when a lender will not lend the amount required by the client as the property has been valued at less than it was previously valued at.
Is mortgage amount outstanding £3 million the property was valued at £6 million.
The lender valued the property at £5 million and will only lend at 60% LTV meaning the client can only borrow £2.5 million but there is nowhere in smartr to record the amount looking to be borrowed which is now different to the amount outstanding
1 voteThis idea has been archived due to inactivity.
Thanks,
Product Team
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Postcode Search Update
Properties and tenants pulled through are out of date
2 votesThis idea has been archived due to inactivity.
Thanks,
Product Team
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Workflow for Product transfer
please get the product transfer workflow sorted
1 voteArchived due to inactivity.
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Construction Types
Construction type of property - stone should be included
1 voteNo votes or activity in 6 months.
Thanks,
Thora -
Case type - Commercial
When creating a new lead, under select case type, there should be an option to choose Commercial
2 votesArchived due to inactivity and votes.
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Add simple loan to value calcuator in the mortgage input and then link to quick sourcing
Add a simple calculator to make this section a bit easier so you can quickly see the loan to value early on. Also a quick sourcing link or the loan calc as on 27tec to pull out a quick payment
1 voteArchived due to inactivity and votes.
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adding estate agents
is there a facility to add esate agents as there is for solicitors
1 voteArchived due to inactivity and votes.
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Fact Find - existing client jump straight in
I want to be able to select an existing client and 'jump' straight into the fact find to add any new property/mortgage which is to be done, currently I think you have to open up a remortgage opportunity then go to Mortgages/New mortgage/ add new mortgage. This is confusing to those who are not brilliant with tech, like my gaffer, because if you have a client with 30 remortgage opportunities set in the system which one do you 'view' just to be able to add a new deal?
1 voteIdea archived due to no votes in 6 months.
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