7 results found
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Show bank details
You have obscured the clients Bank details!!!!
What is the point of asking for them if they are obscured
6 votes -
Update client address, once a purchase completes
When a client completes on their new purchase it seems very strange that we cannot update their NEW current address on the fact find. It is very important to update the clients NEW address to their current one and it seems a very backwards process for us to have to then manually update the fact find (as if we are starting from scratch again). They key has a simple prompt for us to update the clients address when we change a mortgage from Offered to COMPLETED
100 votes -
Clients Marketing preferences
Clients Marketing preferences
This is the way of the world, we need to know each client permissions for further marketing. We all get consent to their data for the current transaction, I'm sure we all ask for future contact / marketing permission.
On the Case Summary / or start of the fact find its imperative to eyeball that clients contact preferences to ensure we only contact them to their consented permissions.have an option to select preferred method of contact for the client - Phone / Email / Text / Instant messaging . This should be an option since GDPR…
45 votes -
Add the new field: "Date of name change"
I'm just doing an application for Pepper Money and they ask a typical question: "Has the applicant ever been known by another name in the last 6 years".
However the Smartr365 fact find does not contain this information.
I know my married client has a maiden name, but Smartr does not ask when they changed their name.
9 votesWe have added a section to the Personal details area which includes previous name and details for when the change was made.
Thank you for your feedback,
Kind regards,
Smartr Product Team
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Add a field to enter clients Known As name
add an extra field for the clients 'known as' name
12 votesHi,
Thanks for your feedback,
There is now a field for 'As Known As' where you can store a nickname or preferred name for each client. With the release of the new Summary screen, we have show this in Applicants section if an 'As Known As' name as been entered. Now no matter your clients preference, Bob, Bobby or Robert, we got you covered!
Thanks,
Product Team at Smartr365
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Marital Status options
Please add in co-habiting and separated under the marital status option please.
31 votes -
Address History Order Newest to Oldest
Address lists doesn't run in numerical order.
4 votes
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