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How can we improve the Smartr365 Fact Find?

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5 results found

  1. Multiple FactFind Applicants

    Just a quick request, would it be possible to update Smartr in the next release so that we can add more than two people on the fact find.
    With affordability being a big issue, now more and more mortgages have three of four applicants now. Currently I must add the third and fourth applicant’s details in the notes section.

    128 votes

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    planned  ·  23 comments  ·  Applicant Details  ·  Admin →
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  2. Add filter for document types

    It would be extremely useful to be able to Drag and Rearrange documents so we can bunch up Bank Statements, Payslips etc for quick review.

    3 votes

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    planned  ·  2 comments  ·  Applicant Details  ·  Admin →
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  3. Dependants Drop down List - Move Son and Daughter to top

    Amend order of Relationship type and move Sone and Daughter to top as the most common options
    Also allow user to freetype in field which will display matched relationship types as the user types i.e. type "dau" and daughter could be selected

    4 votes

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    planned  ·  0 comments  ·  Applicant Details  ·  Admin →
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  4. Display dependent age not years still dependent

    Show age for dependents rather than number of years 'still dependent'. There is no logic for the latter when lenders only ask the former. This section is confusing at first glance when trying to submit an application

    42 votes

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    planned  ·  0 comments  ·  Applicant Details  ·  Admin →
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  5. Prompt for 3 addresses in history

    Fact Find should prompt you if three address history has not been captured.

    30 votes

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    planned  ·  0 comments  ·  Applicant Details  ·  Admin →
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