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How can we improve the Smartr365 Fact Find?

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2 results found

  1. Notes dont close

    When you click on notes for a specific case, and do not manually exit, these notes remain on the screen even if you search/ select for another case. This means its very easy to add notes to the incorrect case or reference incorrect notes.

    10 votes

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    completed  ·  0 comments  ·  summary  ·  Admin →

  2. Add Applicant Age to Summary Screen

    Please can you calculate and add the applicants age next to the date of birth entry when viewing a summary for a case. The amount of times we have to calculate max term for a mortgage and trying to do this without seeing the customers age on screen is frustrating. Sorry if this has already been suggested. Thanks

    54 votes

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    completed  ·  1 comment  ·  summary  ·  Admin →
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