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How can we improve the Smartr365 Fact Find?

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1 result found

  1. Bank details included in fact find pdf

    When downloading a copy of the fact find, it does not include banking details. As I provide downloaded fact find to my admin support for submitting mortgage applications, it would be useful to have the bank details and preferred monthly payment date included, as this detail will be need for the mortgage app

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    0 comments  ·  Other  ·  Admin →
    completed  ·  Thora Kehoe Adviser responded

    Thank you for your feedback.

    This feature will be available in an upcoming release.

    Thanks,
    Thora Kehoe, Product Manager @ Smartr365

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