5 results found

1. Choose FactFind sections to show in Client Portal

   Ability for SuperUser to select which sections of the Fact Find are shown on the client portal.

   Initial 'essential' Client Information only

   Asking the client to complete the full fact find (or even part of) prior to 'first meeting' is not only quite intimidating, but must also be worrying - would you share all your personal with someone you don't know?

   However, asking 'essential' information upfront is relevant in order for accuracy is totally relevant.
   Having this essential information will help the adviser establish quickly whether you 'can do' business with the client and also whether you 'want to' do business with the client.

   Essential information:
   * Anticipated purchase price / deposit
   * Monthly budget
   * Occupation / employer / how long in job / income breakdown
   * Any other income source
   * Current credit commitments
   * Any bad credit

   Dont allow clients the ability to see the Needs & Preferences sections on the FF

   Clients don't need to be asked about if they want fixed or discounted rates or what term they require or if they would reduce the term to fit their budget etc. For FTB's this can be overwhelming.

   Ability for SuperUser to hide sections or "Products" like Pensions, Investments across platform

   We have been using smartr for year now and give clear precise instructions to all clients to only complete the fatfind and to ignore the Pensions and Investment Sections as we are not Pension and Investment advisers and clients keep completing these sections creating Pension and Investment cases or contact us to say that the system is asking for too much information that isnt relevant to their initial enquiry. We need to be able to grey out these areas or have a option box to just complete sections that are relevant at each stage of the process.

   Ability for SuperUser to select which sections of the Fact Find are shown on the client portal.

   Initial 'essential' Client Information only

   Asking the client to complete the full fact find (or even part of) prior to 'first meeting' is not only quite intimidating, but must also be worrying - would you share all your personal with someone you don't know?

   However, asking 'essential' information upfront is relevant in order for accuracy is totally relevant.
   Having this essential information will help the adviser establish quickly whether you 'can do' business with the client and also whether you 'want to' do… more

   126 votes

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   planned  ·  17 comments  ·  Delete…  ·  Admin →
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2. Give clients the ability to add a second applicant themselfs on the client portal

   Give clients the ability to add a second applicant themselfs on the client portal

   58 votes

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   planned  ·  1 comment  ·  Delete…  ·  Admin →
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3. Client portal notifications

   Clients to be notified e.g documents

   43 votes

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   planned  ·  1 comment  ·  Delete…  ·  Admin →
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4. Nationality

   Please add British Overseas National as an option in the Nationality question.

   3 votes

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5. Short how to guides for non tech savvy clients

   Can we please have updated how to guides to send to clients - I have just checked how the client logs in and it was last updated two years ago with a process that is not correct. This way we can send a short how to and clients will struggle less

   2 votes

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   planned  ·  1 comment  ·  Delete…  ·  Admin →
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