122 results found
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Move the Will and Power of attorney questions in to a separate sub-section in the applicant details section of the fact-find
Move the two Will and Power of attorney questions from the Protection fact-find in to a separate sub-section in the applicant details section of the fact-find. This is a fundamental request as part of following Consumer Duty as it is not always a case where you have a protection case but may still need to record the client's will and power of attorney on a Mortgage case
1 vote -
Vulnerable question should be in fact find rather than in the mortgages section .
Vulnerable question should be in fact find rather than in the mortgages section .
6 votes -
Having Childcare added to the Expentiture , as Educations seems like 5+, not nursery etc
There isn’t a specific box on the ‘Expenditure’ list to show childcare costs or nursery fees.
There is Education Fees but I would say from a client’s point of view, this more relates to school fees. The client’s never put childcare costs in on the budget planner as it’s not specific enough.
Maybe the Education Fees could have Childcare added to it as well?2 votes -
Ability to add same email and phone number for 2 applicants on a joint applicant case
Ability to add same email and phone number for 2 applicants on a joint applicant case
3 votes -
Credit commitments to be time stamped
Credit commitments fact find to be time stamped.
Example –
John Bloggs came into the office in March 2023 but has come back in March 2025 the credit commitments on fact find are from 2023 but the broker in the appointment will not know if they are from 2023 or up to date credit commitments .9 votes -
HMO bathrooms and kitchens
idea.. can you add a section for HMO which includes number of bathrooms and number of kitchens as this is an important factor. Thanks
1 vote -
Budget planner updates required
The current budget planner is not comprehensive enough to gain an accurate picture of a clients spending. This forces us to group various expenditures leading to confusion when transposing to affordability platforms and applications.
As an example, could this not mirror the commitment options within Affordability Brain?
Council Tax
Utilities
Food & Drink
Mobile/Telephone/Internet/TV
Car Fuel & Maintenance
Public Transport
Ground Rent
Service Charges
Child Care
School / University Fees
Maintenance
Clothing
Insurance, Pensions & Investments
Medical
Pets
Other5 votes -
Make Constituent country mandatory
when using lender connect with Barclays the euro message say country of residence and there is no field. Please make constituent country mandatory. Tis would resolve a lot of issues using Econveyancer and Smartr Connect
1 vote -
Add 2nd client to existing properties
Where a client adds their existing property themselves, there doesn't seem to be an option (for them or me) to make it a joint property. Please could this be rectified.
3 votes -
Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.
Credit Commitments having a Yes/ No questions to open up an details if answer yes, just to make sure clients have not just missed this.
5 votes -
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.132 votes -
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
Being able to have a BTL FF attached to a person email address that has a personal FF on it too.
2 votes -
Edit fact find download
The downloadable fact find contains lots of sections that may be important to one firm, and irrelevant to the next. This means the document is too long. Please could the download PDF version have the options to not include sections like you have implemented for the client version of the fact find?
5 votes -
Expenditure to be more broken down more details ( same as lenders)
Expenditure to be more broken down more details (same as lenders) and should also cover things like if i have added in a existing life cover this should push into the expenditure as they have said i have this policy and am paying a premium on this. Same with if I have 3 BTL properties i get the choice to add this into my clients expenditure and this also doesn't show on the figure only in the key and net amount.
3 votes -
name change date
Please could you add a field for date of name change where a client has indicated that their name has changed.
2 votes -
Mortgage direct debit bank details - should be a compulsory component to the fact find.
Mortgage direct debit bank details - should be a compulsory component to the fact find.
13 votes -
marketing preferences
can there please be an option for no contact/no permission. At present, it's difficult to tell whether the clients have not given permission or whether someone has simply not completed the section.
2 votes -
Ability to search the notes section
It would be extremely useful to search the notes by word/combination of words and also to be able to jump from top to bottom or to jump to a certain date.
4 votes -
Address history for last 3 years - should be a compulsory component to the fact find.
Address history for last 3 years - should be a compulsory component to the fact find.
15 votes -
Foreign Nationals - Permanent Rights to Reside
Currently, only some nationalities prompt the question regarding indefinite leave to remain. Please can the question be prompted for all foreign nationals?
2 votes
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